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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Wealth Enhancement Advisory Services's RWJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 12% in Q2 2026, buying an estimated $868K and bringing the position to 149,274 shares worth $8.88M. The position accounts for 0.01% of the portfolio, ranked #728.

Wealth Enhancement Advisory Services first reported a position in RWJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2025. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Wealth Enhancement Advisory Services held 149,274 shares of Invesco S&P SmallCap 600 Revenue ETF worth $8.88M as of Q2 2026.
Wealth Enhancement Advisory Services bought 15,624 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $868K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #728 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 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P SmallCap 600 Revenue ETF position peaked at $10.5M in Q3 2025.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.