Summit Financial Strategies »

Invesco S&p Smallcap 600 Revenue Etf etf shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p Smallcap 600 Revenue Etf etf by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 4.0k 50.48

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Packaging Corporation of America (PKG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Summit Financial Strategies

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

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

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