WWM
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Western Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Western Wealth Management’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 		$1.9M Buy
31,987
+207
+0.7% +$11.5K 0.06% 309
2026
Q1 		$1.6M Sell
31,780
-147
-0.5% -$7.6K 0.06% 324
2025
Q4 		$1.56M Buy
31,927
+518
+2% +$25K 0.07% 260
2025
Q3 		$1.52M Buy
31,409
+120
+0.4% +$5.56K 0.08% 227
2025
Q2 		$1.35M Buy
31,289
+486
+2% +$19.6K 0.08% 220
2025
Q1 		$1.25M Buy
30,803
+92
+0.3% +$4.11K 0.08% 212
2024
Q4 		$1.41M Buy
30,711
+1,026
+3% +$47.8K 0.08% 247
2024
Q3 		$1.36M Sell
29,685
-329
-1% -$14.2K 0.08% 255
2024
Q2 		$1.2M Buy
30,014
+463
+2% +$18.9K 0.09% 199
2024
Q1 		$1.27M Buy
29,551
+149
+0.5% +$6.07K 0.1% 190
2023
Q4 		$1.22M Buy
29,402
+719
+3% +$26.6K 0.09% 240
2023
Q3 		$1.04M Buy
28,683
+3,105
+12% +$119K 0.09% 237
2023
Q2 		$967K Buy
25,578
+2,301
+10% +$84K 0.08% 252
2023
Q1 		$870K Buy
23,277
+7,755
+50% +$301K 0.08% 258
2022
Q4 		$562K Buy
15,522
+9,072
+141% +$330K 0.06% 320
2022
Q3 		$206K Buy
+6,450
New +$234K 0.01% 743

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WG
Wellington Group Indianapolis, Indiana $378M AUM

Western Wealth Management's RWJ Position: Q2 2026 in Review

Western Wealth Management increased its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 0.65% in Q2 2026, buying an estimated $11.5K and bringing the position to 31,987 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #309.

Western Wealth Management first reported a position in RWJ in Q3 2022 and has held it in 16 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

  • Western Wealth Management held 31,987 shares of Invesco S&P SmallCap 600 Revenue ETF worth $1.9M as of Q2 2026.
  • Western Wealth Management bought 207 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $11.5K.
  • Invesco S&P SmallCap 600 Revenue ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Western Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2022 and has held it in 16 quarters since.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.