World Investment Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

World Investment Advisors’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
2025 Q4	–	Sell	-8,812	Closed	-$426K	–	1544
2025 Q3	$426K	Buy	8,812 +22	+0.3%	+$1.02K	0.01%	850
2025 Q2	$381K	Sell	8,790 -27,306	-76%	-$1.1M	0.01%	827
2025 Q1	$1.47M	Sell	36,096 -232	-0.6%	-$10.4K	0.04%	412
2024 Q4	$1.66M	Buy	36,328 +9,189	+34%	+$428K	0.05%	366
2024 Q3	$1.24M	Buy	27,139 +2,272	+9%	+$98.2K	0.04%	385
2024 Q2	$996K	Buy	24,867 +82	+0.3%	+$3.35K	0.06%	273
2024 Q1	$1.06M	Buy	+24,785	New	+$1.01M	0.15%	132

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

World Investment Advisors's RWJ Position: Q4 2025 in Review

World Investment Advisors sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2025, closing a stake of 8,812 shares — an estimated $426K sold.

World Investment Advisors first reported a position in RWJ in Q1 2024 and held it in 7 quarters. The position peaked at $1.66M in Q4 2024. 193 funds tracked by Wall St. Rank hold RWJ as of Q4 2025.

World Investment Advisors reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2025 after selling out during the quarter.
World Investment Advisors sold 8,812 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2025, an estimated $426K.
World Investment Advisors first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q1 2024 and held it in 7 quarters.
World Investment Advisors's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.66M in Q4 2024.
193 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.