Key Financial Inc’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.3K	Hold	168	–	–	﹤0.01%	677
2026 Q2	$24.6K	Hold	168	–	–	﹤0.01%	684
2026 Q1	$21.5K	Hold	168	–	–	﹤0.01%	712
2025 Q4	$21.2K	Hold	168	–	–	﹤0.01%	708
2025 Q3	$21K	Hold	168	–	–	﹤0.01%	698
2025 Q2	$19.6K	Buy	+168	New	+$18.4K	﹤0.01%	701

Other funds holding RWK

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

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

Key Financial Inc held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q3 2026 at 168 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Key Financial Inc first reported a position in RWK in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.6K in Q2 2026. 86 funds tracked by Wall St. Rank hold RWK as of Q3 2026.

Key Financial Inc held 168 shares of Invesco S&P MidCap 400 Revenue ETF worth $23.3K as of Q3 2026.
Key Financial Inc left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q3 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #677 holding.
Key Financial Inc first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and has held it in 6 quarters since.
Key Financial Inc's Invesco S&P MidCap 400 Revenue ETF position peaked at $24.6K in Q2 2026.
86 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q3 2026.

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