SK Wealth Management, LLC RWJ — INVESCO EXCH TRADED FD TR II

Ownership history in SK Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

SK Wealth Management, LLC reported INVESCO EXCH TRADED FD TR II (RWJ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 4.36% in 2024 Q3. The latest visible filing shows RWJ at 0.23% 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 SK Wealth Management, LLC'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 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.36% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

RWJ stock page SK Wealth Management, LLC fund profile SK Wealth Management, LLC full holdings
How SK Wealth Management, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,171 -1,446 -8.2% 0.23% $826K 2026-05-06 $56.16
2025 Q4 REDUCED 81.5% +4.0% ❌ 17,617 -77,664 -81.5% 0.26% $918K 2026-01-30 $51.92
2025 Q3 REDUCED 21.7% +2.6% ❌ 95,281 -26,475 -21.7% 1.70% $4.6M 2025-10-10 $45.94
2025 Q2 REDUCED 22.4% +11.4% ❌ 121,756 -35,154 -22.4% 2.39% $5.5M 2025-07-10 $45.50
2025 Q1 REDUCED 15.6% +6.7% ❌ 156,910 -28,994 -15.6% 3.07% $5.7M 2025-04-22 $36.95
2024 Q4 REDUCED — — — 185,904 -49 -0.0% 4.33% $8.5M 2025-03-03 $42.57
2024 Q3 INITIATED — — — 185,953 — — 4.36% $8.5M 2024-12-30 $44.70

🏢 Other funds also holding RWJ

As of 2026 Q1 — sorted by position size

Fusion Family Wealth, LLC 3Y 7Y 5.65% Cyr Financial Inc. 3.91% Oxford Wealth Group, LLC 3.33% Valued Retirements, Inc. 2.87% CPC Advisors, LLC 3Y 2.61% OPINICUS CAPITAL, INC. 1.34% PERSPECTIVE WEALTH ADVISORS LLC 1.33% POTENTIA WEALTH 1.12% PACIFIC SUN FINANCIAL CORP 3Y 7Y 1.02% CATHY PARETO & ASSOCIATES, INC 0.69%

FAQ About SK Wealth Management, LLC and RWJ

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

How long has SK Wealth Management, LLC reported owning RWJ?

SK Wealth Management, LLC reported RWJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported RWJ position in SK Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RWJ was 4.36% in 2024 Q3.

What is the latest reported RWJ position on this page?

The most recent filing on this page is 2026 Q1, when SK Wealth Management, LLC reported 16,171 shares, equal to 0.23% of portfolio, with an estimated market value of $826K.

What does the chart on this RWJ ownership page compare?

The chart compares SK Wealth Management, LLC'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.

How well did SK Wealth Management, LLC time their RWJ position?

Based on 13F filing dates vs. subsequent RWJ price moves, SK Wealth Management, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on RWJ relative to SPY over the holding period was -0.5%.

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