Public ownership evidence

Invesco S&P SmallCap 600 Revenue ETF (RWJ) Ownership Disclosures

Read RWJ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P SmallCap 600 Revenue ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Wellington Grp LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
508,130
Value (USD)
$30,233,751
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002134013-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RWJ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RWJ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Wellington Grp LLC2026-06-302026-08-27508,130$30,233,751None
CARLSON FINANCIAL, INC.2026-06-302026-08-2518,700$1,112,796None
CARLSON FINANCIAL, INC.2026-03-312026-08-2534,314$1,732,147None
CARLSON FINANCIAL, INC.2025-12-312026-08-2538,620$1,881,532None
Kingsview Wealth Management, LLC2026-06-302026-08-204,674$278,086None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,656$396,057None
Beacon Pointe Advisors, LLC2026-06-302026-08-197,252$431,511None
Copia Wealth Management2026-06-302026-08-1912,886$766,717None
Strive Financial Group ,LLC2026-06-302026-08-1834,209$2,035,436None
Equitable Holdings, Inc.2026-06-302026-08-1811,543$686,833None
Wellington Grp LLC2026-06-302026-08-15485,446$24,505,294None
Collaborative Capital Advisors LLC2026-06-302026-08-1510,507$625,167None
AMERIFLEX GROUP, INC.2026-06-302026-08-152,250$133,876None
Synergy Investment Management, LLC2026-06-302026-08-15240$14,280None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1539,349$2,341,266None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,991$415,967None
Western Wealth Management, LLC2026-06-302026-08-1531,987$1,903,241None
IFG Advisory, LLC2026-06-302026-08-158,395$499,505None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,303$77,529None
OSAIC HOLDINGS, INC.2026-06-302026-08-1527,974$1,664,463None
OSAIC HOLDINGS, INC.2026-06-302026-08-1533,012$1,964,219None
OSAIC HOLDINGS, INC.2026-06-302026-08-15545,968$32,493,429None
GTS SECURITIES LLC2026-06-302026-08-1516,937$1,007,752None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,726$519,197None
Ancora Advisors LLC2026-06-302026-08-15206,999$12,316,440None
Ancora Advisors LLC2026-06-302026-08-1527,520$1,637,459None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158,115$482,843None
Waverly Advisors, LLC2026-06-302026-08-156,566$390,677None
BROWN ADVISORY INC2026-06-302026-08-1513,838$823,383None
&PARTNERS2026-06-302026-08-15135,350$8,047,052None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15176,877$10,596,710None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,434$144,823None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,895$291,252None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15796,607$47,392,589None
Ausdal Financial Partners, Inc.2026-06-302026-08-1537,543$2,233,812None
MAI Capital Management2026-06-302026-08-15438,051$26,064,017None
Cerity Partners LLC2026-06-302026-08-1510,702$636,794None
Cerity Partners LLC2026-06-302026-08-1528,280$1,682,692None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1522,723$1,352,019None
ROYAL BANK OF CANADA2026-06-302026-08-1513,679$814,000None
ROYAL BANK OF CANADA2026-06-302026-08-15125,555$7,471,000None
ROYAL BANK OF CANADA2026-06-302026-08-15292$17,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,656$337,000None
HALL CAPITAL MANAGEMENT CO INC2026-06-302026-08-156,700$398,657None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-153,975$236,534None
CITADEL ADVISORS LLC2026-06-302026-08-1529,509$1,755,786None
Larson Financial Group LLC2026-06-302026-08-156,727$400,242None
NATIXIS ADVISORS, LLC2026-06-302026-08-1524,861$1,479,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1523,000$1,368,500None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1560,000$3,570,000None

90-day public filing window, up to 50 source positions.

Wellington Grp LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Copia Wealth Management ↗Strive Financial Group ,LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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