Unique Wealth
RWJ icon

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
2026
Q3 		$202K Hold
3,598
– – 0.02% 207
2026
Q2 		$214K Buy
+3,598
New +$200K 0.02% 196
2025
Q1 		– Sell
-4,800
Closed -$220K – 167
2024
Q4 		$220K Buy
+4,800
New +$224K 0.05% 131

Other funds holding RWJ

Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Carolina Wealth Management
Carolina Wealth Management Greenville, North Carolina $233M AUM
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Unique Wealth's RWJ Position: Q3 2026 in Review

Unique Wealth held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q3 2026 at 3,598 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #207.

Unique Wealth first reported a position in RWJ in Q4 2024 and has held it in 3 quarters since. The position peaked at $220K in Q4 2024. 62 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

  • Unique Wealth held 3,598 shares of Invesco S&P SmallCap 600 Revenue ETF worth $202K as of Q3 2026.
  • Unique Wealth left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Unique Wealth's portfolio in Q3 2026, its #207 holding.
  • Unique Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 3 quarters since.
  • Unique Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $220K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.