Whitaker-Myers Wealth Managers, LTD. RWJ — INVESCO EXCH TRADED FD TR II

Ownership history in Whitaker-Myers Wealth Managers, LTD.  ·  7 quarters on record

AI Ownership Summary

Whitaker-Myers Wealth Managers, LTD. reported INVESCO EXCH TRADED FD TR II (RWJ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows RWJ at 0.07% 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 Whitaker-Myers Wealth Managers, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

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 Whitaker-Myers Wealth Managers, LTD. fund profile Whitaker-Myers Wealth Managers, LTD. full holdings
How Whitaker-Myers Wealth Managers, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,949 -335 -4.6% 0.07% $351K 2026-04-09 $52.74
2025 Q4 ADDED — — — 7,284 +1,693 +30.3% 0.07% $355K 2026-01-22 $53.07
2025 Q3 ADDED — — — 5,591 +599 +12.0% 0.06% $270K 2025-10-16 $47.40
2025 Q2 ADDED — — — 4,992 +66 +1.3% 0.05% $216K 2025-07-07 $44.23
2025 Q1 ADDED — — — 4,926 +439 +9.8% 0.06% $200K 2025-04-14 $36.40
2024 Q4 ADDED — — — 4,487 +68 +1.5% 0.06% $205K 2025-01-15 $45.91
2024 Q3 INITIATED — — — 4,419 — — 0.07% $202K 2024-10-18 $45.62

🏢 Other funds also holding RWJ

As of 2026 Q1 — sorted by position size

Cyr Financial Inc. 3.91% CPC Advisors, LLC 3Y 2.61% CATHY PARETO & ASSOCIATES, INC 0.69% RETIREMENT PLANNING GROUP, LLC / NY 0.38% Swisher Financial Concepts, Inc. 0.3% First Bank & Trust 3Y 7Y 0.25% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.23% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.21% Nova Wealth Management, Inc. 0.19% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.17%

FAQ About Whitaker-Myers Wealth Managers, 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 Whitaker-Myers Wealth Managers, LTD. reported owning RWJ?

Whitaker-Myers Wealth Managers, LTD. reported RWJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported RWJ position in Whitaker-Myers Wealth Managers, LTD.'s portfolio?

The largest reported portfolio weight for RWJ was 0.07% in 2025 Q4.

What is the latest reported RWJ position on this page?

The most recent filing on this page is 2026 Q1, when Whitaker-Myers Wealth Managers, LTD. reported 6,949 shares, equal to 0.07% of portfolio, with an estimated market value of $351K.

What does the chart on this RWJ ownership page compare?

The chart compares Whitaker-Myers Wealth Managers, 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.

How well did Whitaker-Myers Wealth Managers, LTD. time their RWJ position?

Based on 13F filing dates vs. subsequent RWJ price moves, Whitaker-Myers Wealth Managers, LTD. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on RWJ relative to SPY over the holding period was +0.8%.

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