Key Financial Inc’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.38M	Sell	10,691 -839	-7%	-$111K	0.22%	80
2026 Q2	$1.47M	Buy	11,530 +2,746	+31%	+$341K	0.24%	79
2026 Q1	$1.01M	Buy	8,784 +1,649	+23%	+$195K	0.18%	106
2025 Q4	$817K	Sell	7,135 -477	-6%	-$53.7K	0.15%	121
2025 Q3	$843K	Buy	7,612 +2,380	+45%	+$254K	0.16%	119
2025 Q2	$546K	Buy	+5,232	New	+$518K	0.11%	159

Other funds holding RWL

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

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

Key Financial Inc reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 7.3% in Q3 2026, selling an estimated $111K and leaving 10,691 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #80.

Key Financial Inc first reported a position in RWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2026. 200 funds tracked by Wall St. Rank hold RWL as of Q3 2026.

Key Financial Inc held 10,691 shares of Invesco S&P 500 Revenue ETF worth $1.38M as of Q3 2026.
Key Financial Inc sold 839 Invesco S&P 500 Revenue ETF shares in Q3 2026, an estimated $111K.
Invesco S&P 500 Revenue ETF made up 0.22% of Key Financial Inc's portfolio in Q3 2026, its #80 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 6 quarters since.
Key Financial Inc's Invesco S&P 500 Revenue ETF position peaked at $1.47M in Q2 2026.
200 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q3 2026.

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