Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RWJRWJ
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INVESCO S&P SMALLCAP 600 REVENUE ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 149,274 shares of RWJ (INVESCO S&P SMALLCAP 600 REVENUE ETF), worth $8.9M as of 2026-Q2. The position was increased (+11.7% shares). RWJ represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$8.9M

Current Shares

149,274

Total Value Change

+$7.2M

Total Shares Change

+103,474

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
149,274
+11.7%
$8.9M0.0%$59.50
31
2026-Q1
Decreased
133,650
-35.3%
$6.8M0.0%$52.04
0
2025-Q4
Decreased
206,625
-5.3%
$10.5M0.0%$49.19
0
2025-Q3
Increased
218,233
+5.3%
$10.5M0.0%$47.94
29
2025-Q2
Increased
207,340
+11.0%
$9.4M0.0%$43.16
31
2025-Q1
Decreased
186,734
-2.4%
$7.6M0.0%$40.33
0
2024-Q4
Increased
191,388
+5.8%
$8.8M0.0%$44.85
29
2024-Q3
Increased
180,820
+3.2%
$8.3M0.0%$45.22
28
2024-Q2
Increased
175,208
+274.9%
$7M0.0%$39.37
44
2024-Q1
Decreased
46,738
-0.6%
$2M0.0%$41.92
0
2023-Q4
Increased
47,017
+2.7%
$1.9M0.0%$40.44
27
2023-Q3
New
45,800
-
$1.7M0.0%$35.41
36

Other major holders of RWJ: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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