Wealthspire Advisors (New York)’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Wealthspire Advisors (New York)’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	$1.05M	Buy	17,651 +45	+0.3%	+$2.5K	0.01%	547
2026 Q1	$889K	Buy	17,606 +56	+0.3%	+$2.9K	0.01%	430
2025 Q4	$855K	Hold	17,550	–	–	0.01%	466
2025 Q3	$848K	Buy	+17,550	New	+$813K	﹤0.01%	423

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

Wealthspire Advisors (New York)'s RWJ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.26% in Q2 2026, buying an estimated $2.5K and bringing the position to 17,651 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #547.

Wealthspire Advisors (New York) first reported a position in RWJ in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Wealthspire Advisors (New York) held 17,651 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.05M as of Q2 2026.
Wealthspire Advisors (New York) bought 45 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $2.5K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #547 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2025 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.