Key Financial Inc’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Key Financial Inc’s Portfolio RWJ Stock Details RWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$711K	Sell	12,642 -540	-4%	-$32.5K	0.12%	146
2026 Q2	$784K	Sell	13,182 -930	-7%	-$51.7K	0.13%	136
2026 Q1	$712K	Buy	14,112 +3,178	+29%	+$164K	0.13%	150
2025 Q4	$533K	Buy	10,934 +228	+2%	+$11K	0.1%	167
2025 Q3	$521K	Buy	10,706 +4,020	+60%	+$186K	0.1%	165
2025 Q2	$289K	Buy	+6,686	New	+$269K	0.06%	229

Other funds holding RWJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

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

Key Financial Inc reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 4.1% in Q3 2026, selling an estimated $32.5K and leaving 12,642 shares worth $711K. The position accounts for 0.12% of the portfolio, ranked #146.

Key Financial Inc first reported a position in RWJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $784K in Q2 2026. 179 funds tracked by Wall St. Rank hold RWJ as of Q3 2026.

Key Financial Inc held 12,642 shares of Invesco S&P SmallCap 600 Revenue ETF worth $711K as of Q3 2026.
Key Financial Inc sold 540 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2026, an estimated $32.5K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.12% of Key Financial Inc's portfolio in Q3 2026, its #146 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2025 and has held it in 6 quarters since.
Key Financial Inc's Invesco S&P SmallCap 600 Revenue ETF position peaked at $784K in Q2 2026.
179 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2026.

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