SEC 13F Intelligence

Oxford Wealth Group, LLC / RWJ

Oxford Wealth Group, LLC’s Invesco Exch Traded Fd Tr II Position

Does Oxford Wealth Group, LLC own Invesco Exch Traded Fd Tr II (RWJ)? Yes — 120.8K shares worth $6M (+3.33% of its 13F portfolio) as of Q1 2026, up from 70.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
120.8K
% of Portfolio
+3.33%
Quarters Held
6
currently held

Position History RWJ

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $5MQ4 ’24Q4 ’25: $3MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.8K$6M+3.33%
Q4 202570.6K$3M+1.67%
Q4 2024107.2K$5M+3.17%
Q3 202432.5K$1M+1.21%
Q2 202437.9K$2M+1.04%
Q1 202425.4K$1M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Wealth Group, LLC’s full portfolio or all institutional holders of RWJ.