KCFA
RSP icon

Key Client Fiduciary Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Key Client Fiduciary Advisors’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$915K Sell
4,302
-86
-2% -$17.6K 0.26% 79
2026
Q1 		$842K Sell
4,388
-111
-2% -$22K 0.29% 76
2025
Q4 		$862K Buy
4,499
+163
+4% +$30.9K 0.29% 71
2025
Q3 		$823K Sell
4,336
-71
-2% -$13.2K 0.27% 77
2025
Q2 		$801K Sell
4,407
-102
-2% -$17.6K 0.32% 73
2025
Q1 		$781K Buy
4,509
+19
+0.4% +$3.38K 0.36% 63
2024
Q4 		$787K Sell
4,490
-44
-1% -$7.96K 0.35% 68
2024
Q3 		$812K Buy
4,534
+78
+2% +$13.3K 0.36% 65
2024
Q2 		$732K Buy
4,456
+168
+4% +$27.6K 0.36% 63
2024
Q1 		$726K Buy
4,288
+95
+2% +$15.3K 0.39% 60
2023
Q4 		$662K Sell
4,193
-23
-0.5% -$3.34K 0.38% 60
2023
Q3 		$597K Buy
4,216
+355
+9% +$53K 0.37% 65
2023
Q2 		$578K Buy
3,861
+336
+10% +$48.4K 0.34% 66
2023
Q1 		$510K Buy
3,525
+50
+1% +$7.32K 0.32% 71
2022
Q4 		$491K Buy
3,475
+147
+4% +$20.6K 0.33% 69
2022
Q3 		$424K Buy
3,328
+163
+5% +$23K 0.38% 54
2022
Q2 		$425K Buy
3,165
+940
+42% +$138K 0.41% 58
2022
Q1 		$351K Buy
2,225
+567
+34% +$88.4K 0.28% 86
2021
Q4 		$270K Buy
+1,658
New +$262K 0.22% 102

Other funds holding RSP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return