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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
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

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Key Financial Inc increased its Invesco S&P 500 Revenue ETF (RWL) stake by 23% in Q1 2026, buying an estimated $195K and bringing the position to 8,784 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #106.

Key Financial Inc first reported a position in RWL in Q2 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Key Financial Inc held 8,784 shares of Invesco S&P 500 Revenue ETF worth $1.01M as of Q1 2026.
  • Key Financial Inc bought 1,649 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $195K.
  • Invesco S&P 500 Revenue ETF made up 0.18% of Key Financial Inc's portfolio in Q1 2026, its #106 holding.
  • Key Financial Inc first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

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