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Vantage Financial Partners (Wisconsin)’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$1.49M Sell
30,532
-372
-1% -$18K 0.3% 52
2025
Q3 		$1.49M Sell
30,904
-2,487
-7% -$115K 0.31% 50
2025
Q2 		$1.45M Buy
33,391
+3,204
+11% +$129K 0.33% 50
2025
Q1 		$1.23M Buy
30,187
+2,616
+9% +$117K 0.31% 47
2024
Q4 		$1.26M Buy
27,571
+8,425
+44% +$393K 0.32% 50
2024
Q3 		$875K Buy
19,146
+10,340
+117% +$447K 0.22% 63
2024
Q2 		$353K Buy
+8,806
New +$360K 0.09% 103

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
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Vantage Financial Partners (Wisconsin)'s RWJ Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 1.2% in Q4 2025, selling an estimated $18K and leaving 30,532 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #52.

Vantage Financial Partners (Wisconsin) first reported a position in RWJ in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 30,532 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.49M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 372 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $18K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.3% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #52 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2024 and has held it in 7 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.49M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.