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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Key Client Fiduciary Advisors's RSP Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q2 2026, selling an estimated $17.6K and leaving 4,302 shares worth $915K. The position accounts for 0.26% of the portfolio, ranked #79.

Key Client Fiduciary Advisors first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Key Client Fiduciary Advisors held 4,302 shares of Invesco S&P 500 Equal Weight ETF worth $915K as of Q2 2026.
Key Client Fiduciary Advisors sold 86 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $17.6K.
Invesco S&P 500 Equal Weight ETF made up 0.26% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #79 holding.
Key Client Fiduciary Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.