Key Financial Inc
RSPN icon

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

Key Financial Inc’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$152K Hold
2,630
– – 0.02% 338
2026
Q2 		$168K Hold
2,630
– – 0.03% 331
2026
Q1 		$151K Hold
2,630
– – 0.03% 334
2025
Q4 		$149K Buy
2,630
+100
+4% +$5.6K 0.03% 335
2025
Q3 		$142K Hold
2,530
– – 0.03% 343
2025
Q2 		$135K Hold
2,530
– – 0.03% 335
2025
Q1 		$124K Hold
2,530
– – 0.03% 328
2024
Q4 		$127K Hold
2,530
– – 0.03% 318
2024
Q3 		$130K Hold
2,530
– – 0.03% 309
2024
Q2 		$115K Hold
2,530
– – 0.03% 318
2024
Q1 		$121K Hold
2,530
– – 0.03% 286
2023
Q4 		$109K Hold
2,530
– – 0.03% 296
2023
Q3 		$96.9K Hold
2,530
– – 0.03% 299
2023
Q2 		$103K Buy
+2,530
New +$95.2K 0.03% 288

Other funds holding RSPN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Carmel Capital Management
Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TKG Advisors
TKG Advisors Valparaiso, Indiana $292M AUM 39.8% 1-Year Est. Return

Key Financial Inc's RSPN Position: Q3 2026 in Review

Key Financial Inc held its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) position steady in Q3 2026 at 2,630 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #338.

Key Financial Inc first reported a position in RSPN in Q2 2023 and has held it in 14 quarters since. The position peaked at $168K in Q2 2026. 86 funds tracked by Wall St. Rank hold RSPN as of Q3 2026.

  • Key Financial Inc held 2,630 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $152K as of Q3 2026.
  • Key Financial Inc left its Invesco S&P 500 Equal Weight Industrials ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Industrials ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #338 holding.
  • Key Financial Inc first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2023 and has held it in 14 quarters since.
  • Key Financial Inc's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $168K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.