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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's RWK Position: Q1 2026 in Review

Key Financial Inc held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q1 2026 at 168 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Key Financial Inc first reported a position in RWK in Q2 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Key Financial Inc held 168 shares of Invesco S&P MidCap 400 Revenue ETF worth $21.5K as of Q1 2026.
Key Financial Inc left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q1 2026.
Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #712 holding.
Key Financial Inc first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2025 and has held it in 4 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.