Wealthcare Advisory Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-4,248	Closed	-$207K	–	1129
2025 Q4	$207K	Sell	4,248 -241	-5%	-$11.6K	﹤0.01%	1004
2025 Q3	$217K	Buy	+4,489	New	+$208K	﹤0.01%	955
2022 Q3	–	Sell	-6,672	Closed	-$227K	–	623
2022 Q2	$227K	Buy	6,672 +63	+1%	+$2.37K	0.01%	500
2022 Q1	$264K	Buy	6,609 +915	+16%	+$36.5K	0.02%	453
2021 Q4	$234K	Sell	5,694 -72	-1%	-$2.94K	0.01%	507
2021 Q3	$225K	Buy	+5,766	New	+$223K	0.01%	497
2021 Q2	–	Sell	-1,023	Closed	-$39K	–	1608
2021 Q1	$39K	Buy	+1,023	New	+$34.9K	﹤0.01%	961
2020 Q2	–	Sell	-1,047	Closed	-$15K	–	1144
2020 Q1	$15K	Buy	1,047 +393	+60%	+$7.56K	﹤0.01%	807
2019 Q4	$15K	Buy	+654	New	+$14.3K	﹤0.01%	842

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wealthcare Advisory Partners's RWJ Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2026, closing a stake of 4,248 shares — an estimated $207K sold.

Wealthcare Advisory Partners first reported a position in RWJ in Q4 2019 and held it in 9 quarters. The position peaked at $264K in Q1 2022. 194 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,248 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $207K.
Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q4 2019 and held it in 9 quarters.
Wealthcare Advisory Partners's Invesco S&P SmallCap 600 Revenue ETF position peaked at $264K in Q1 2022.
194 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.