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 Q3	$8.46M	Sell	147,791 -1,483	-1%	-$89.3K	0.01%	800
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 $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's RWJ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.99% in Q3 2026, selling an estimated $89.3K and leaving 147,791 shares worth $8.46M. The position accounts for 0.01% of the portfolio, ranked #800.

Wealth Enhancement Advisory Services first reported a position in RWJ in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2025. 16 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Wealth Enhancement Advisory Services held 147,791 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.46M as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,483 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $89.3K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #800 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $10.5M in Q3 2025.
16 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.