Key Client Fiduciary Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Key Client Fiduciary Advisors’s Portfolio RWL Stock Details RWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.73M	Buy	21,362 +78	+0.4%	+$9.69K	0.79%	25
2026 Q1	$2.45M	Buy	21,284 +394	+2%	+$46.5K	0.83%	23
2025 Q4	$2.39M	Buy	20,890 +632	+3%	+$71.2K	0.82%	27
2025 Q3	$2.24M	Buy	20,258 +1,248	+7%	+$133K	0.74%	31
2025 Q2	$1.98M	Buy	19,010 +245	+1%	+$24.2K	0.8%	30
2025 Q1	$1.86M	Buy	18,765 +134	+0.7%	+$13.5K	0.85%	26
2024 Q4	$1.82M	Buy	18,631 +985	+6%	+$98.7K	0.8%	29
2024 Q3	$1.73M	Buy	17,646 +3,324	+23%	+$316K	0.77%	30
2024 Q2	$1.33M	Buy	14,322 +2,358	+20%	+$216K	0.66%	35
2024 Q1	$1.12M	Buy	11,964 +3,032	+34%	+$268K	0.6%	37
2023 Q4	$762K	Buy	8,932 +282	+3%	+$22.6K	0.44%	49
2023 Q3	$676K	Buy	8,650 +2,908	+51%	+$234K	0.41%	58
2023 Q2	$459K	Buy	5,742 +139	+2%	+$10.7K	0.27%	88
2023 Q1	$426K	Buy	5,603 +1,457	+35%	+$111K	0.27%	85
2022 Q4	$307K	Buy	4,146 +806	+24%	+$59.6K	0.21%	114
2022 Q3	$224K	Buy	3,340 +38	+1%	+$2.79K	0.2%	95
2022 Q2	$231K	Sell	3,302 -738	-18%	-$55.9K	0.23%	98
2022 Q1	$326K	Buy	4,040 +233	+6%	+$18.4K	0.26%	92
2021 Q4	$304K	Buy	+3,807	New	+$294K	0.25%	92

Other funds holding RWL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Key Client Fiduciary Advisors increased its Invesco S&P 500 Revenue ETF (RWL) stake by 0.37% in Q2 2026, buying an estimated $9.69K and bringing the position to 21,362 shares worth $2.73M. The position accounts for 0.79% of the portfolio, ranked #25.

Key Client Fiduciary Advisors first reported a position in RWL in Q4 2021 and has held it in 19 quarters since. 346 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Key Client Fiduciary Advisors held 21,362 shares of Invesco S&P 500 Revenue ETF worth $2.73M as of Q2 2026.
Key Client Fiduciary Advisors bought 78 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $9.69K.
Invesco S&P 500 Revenue ETF made up 0.79% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #25 holding.
Key Client Fiduciary Advisors first reported a position in Invesco S&P 500 Revenue ETF in Q4 2021 and has held it in 19 quarters since.
346 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

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