Wealth Enhancement Advisory Services
RWJ icon

Wealth Enhancement Advisory Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.88M Buy
149,274
+15,624
+12% +$868K 0.01% 728
2026
Q1 		$6.78M Sell
133,650
-72,975
-35% -$3.77M 0.01% 745
2025
Q4 		$10.5M Sell
206,625
-11,608
-5% -$561K 0.01% 680
2025
Q3 		$10.5M Buy
218,233
+10,893
+5% +$505K 0.02% 643
2025
Q2 		$9.4M Buy
207,340
+20,606
+11% +$830K 0.02% 655
2025
Q1 		$7.6M Sell
186,734
-4,654
-2% -$208K 0.01% 678
2024
Q4 		$8.76M Buy
191,388
+10,568
+6% +$493K 0.02% 609
2024
Q3 		$8.27M Buy
180,820
+5,612
+3% +$243K 0.02% 577
2024
Q2 		$7.02M Buy
175,208
+128,470
+275% +$5.25M 0.02% 592
2024
Q1 		$2M Sell
46,738
-279
-0.6% -$11.4K 0.01% 942
2023
Q4 		$1.95M Buy
47,017
+1,217
+3% +$45K 0.01% 912
2023
Q3 		$1.67M Buy
+45,800
New +$1.76M 0.01% 918

Other funds holding RWJ

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return