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 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 $445B AUM 25.58% 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

FFW

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $378M AUM

Key Financial Inc's RWJ Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco S&P SmallCap 600 Revenue ETF (RWJ) stake by 6.6% in Q2 2026, selling an estimated $51.7K and leaving 13,182 shares worth $784K. The position accounts for 0.13% of the portfolio, ranked #136.

Key Financial Inc first reported a position in RWJ in Q2 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold RWJ as of Q2 2026.

Key Financial Inc held 13,182 shares of Invesco S&P SmallCap 600 Revenue ETF worth $784K as of Q2 2026.
Key Financial Inc sold 930 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2026, an estimated $51.7K.
Invesco S&P SmallCap 600 Revenue ETF made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #136 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
206 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2026.

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