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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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $325M AUM

Wealthspire Advisors (New York)'s RWJ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.32% in Q1 2026, buying an estimated $2.9K and bringing the position to 17,606 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #430.

Wealthspire Advisors (New York) first reported a position in RWJ in Q3 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold RWJ as of Q1 2026.

  • Wealthspire Advisors (New York) held 17,606 shares of Invesco S&P SmallCap 600 Revenue ETF worth $889K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 56 Invesco S&P SmallCap 600 Revenue ETF shares in Q1 2026, an estimated $2.9K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #430 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 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.