DHJJ Financial Advisors, Ltd. RWJ INVESCO EXCH TRADED FD TR II

Ownership history in DHJJ Financial Advisors, Ltd.  ·  5 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported INVESCO EXCH TRADED FD TR II (RWJ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows RWJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RWJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DHJJ Financial Advisors, Ltd. held RWJ — position size vs. price
% of Fund (quarterly)    RWJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 108 0% 0.00% $5K 2026-04-09 $52.74
2025 Q4 UNCHANGED 108 0% 0.00% $5K 2026-01-23 $52.25
2025 Q3 UNCHANGED 108 0% 0.00% $5K 2025-10-20 $47.97
2025 Q2 UNCHANGED 108 0% 0.00% $5K 2025-07-21 $44.05
2025 Q1 INITIATED 108 0.00% $4K 2025-04-18 $36.58

FAQ About DHJJ Financial Advisors, Ltd. and RWJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has DHJJ Financial Advisors, Ltd. reported owning RWJ?

DHJJ Financial Advisors, Ltd. reported RWJ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported RWJ position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for RWJ was 0.00% in 2026 Q1.

What is the latest reported RWJ position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 108 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this RWJ ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly RWJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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