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Invesco S&p Smallcap 600 Revenue Etf etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Invesco S&p Smallcap 600 Revenue Etf etf (RWJ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Invesco S&p Smallcap 600 Revenue Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p Smallcap 600 Revenue Etf etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p Smallcap 600 Revenue Etf etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $489k 11k 43.29
2025-03-31 $434k 11k 40.70
2024-12-31 $488k 11k 45.76
2024-09-30 $216k 4.7k 45.71
2023-12-31 $215k 5.2k 41.43

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Invesco S&p Smallcap 600 Revenue Etf etf

LPL Financial
Morgan Stanley
Ameriprise Financial
Fusion Family Wealth
UBS Group
Raymond James Financial
Advisor Group Holdings
Colony
Wells Fargo & Company
MAI Wealth Advisors
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Consolidated Planning Corp
Royal Bank of Canada
WFA Asset Management Corp

View all funds holding Invesco S&p Smallcap 600 Revenue Etf etf