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Unique Wealth’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Unique Wealth’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,800
Closed -$220K – 167
2024
Q4 		$220K Buy
+4,800
New +$224K 0.05% 131

Other funds holding RWJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unique Wealth's RWJ Position: Q1 2025 in Review

Unique Wealth sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2025, closing a stake of 4,800 shares — an estimated $220K sold.

Unique Wealth first reported a position in RWJ in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q1 2025.

  • Unique Wealth reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth sold 4,800 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2025, an estimated $220K.
  • Unique Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and held it in 1 quarter.
  • Unique Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $220K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2025.

Based on Unique Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.