Key Financial Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Key Financial Inc’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	$135K	Hold	636	–	–	0.02%	369
2026 Q1	$122K	Buy	636 +75	+13%	+$14.9K	0.02%	370
2025 Q4	$107K	Sell	561 -87	-13%	-$16.5K	0.02%	381
2025 Q3	$123K	Hold	648	–	–	0.02%	357
2025 Q2	$118K	Buy	648 +215	+50%	+$37.1K	0.02%	350
2025 Q1	$75K	Buy	433 +10	+2%	+$1.78K	0.02%	407
2024 Q4	$74.1K	Sell	423 -6	-1%	-$1.08K	0.02%	408
2024 Q3	$76.9K	Buy	429 +130	+43%	+$22.2K	0.02%	398
2024 Q2	$49.1K	Hold	299	–	–	0.01%	478
2024 Q1	$50.6K	Hold	299	–	–	0.01%	437
2023 Q4	$47.2K	Buy	299 +55	+23%	+$7.99K	0.01%	438
2023 Q3	$34.6K	Buy	244 +40	+20%	+$5.97K	0.01%	466
2023 Q2	$30.5K	Hold	204	–	–	0.01%	487
2023 Q1	$29.5K	Hold	204	–	–	0.01%	465
2022 Q4	$26K	Hold	204	–	–	0.01%	453
2022 Q3	$26K	Hold	204	–	–	0.01%	458
2022 Q2	$28K	Hold	204	–	–	0.02%	443
2022 Q1	$32K	Hold	204	–	–	0.02%	421
2021 Q4	$33K	Hold	204	–	–	0.02%	409
2021 Q3	$31K	Hold	204	–	–	0.02%	406
2021 Q2	$31K	Hold	204	–	–	0.02%	409
2021 Q1	$29K	Hold	204	–	–	0.02%	349
2020 Q4	$26K	Buy	+204	New	+$24.3K	0.02%	334
2020 Q2	–	Sell	-1,474	Closed	-$126K	–	511
2020 Q1	$126K	Sell	1,474 -1,380	-48%	-$147K	0.13%	129
2019 Q4	$330K	Buy	+2,854	New	+$317K	0.31%	75

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 Financial Inc's RSP Position: Q2 2026 in Review

Key Financial Inc held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 636 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #369.

Key Financial Inc first reported a position in RSP in Q4 2019 and has held it in 25 quarters since. The position peaked at $330K in Q4 2019. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Key Financial Inc held 636 shares of Invesco S&P 500 Equal Weight ETF worth $135K as of Q2 2026.
Key Financial Inc left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #369 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 25 quarters since.
Key Financial Inc's Invesco S&P 500 Equal Weight ETF position peaked at $330K in Q4 2019.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.