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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Unique Wealth's RWJ Position: Q2 2026 in Review

Unique Wealth opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2026: 3,598 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Unique Wealth previously reported a position in RWJ as recently as Q4 2024.

Unique Wealth first reported a position in RWJ in Q4 2024 and has held it in 2 quarters since. The position peaked at $220K in Q4 2024. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Unique Wealth held 3,598 shares of Invesco S&P SmallCap 600 Revenue ETF worth $214K as of Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF was a new Unique Wealth position in Q2 2026.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.02% of Unique Wealth's portfolio in Q2 2026, its #196 holding.
  • Unique Wealth first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2024 and has held it in 2 quarters since.
  • Unique Wealth's Invesco S&P SmallCap 600 Revenue ETF position peaked at $220K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.