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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FFW

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Key Financial Inc increased its Invesco S&P 500 Revenue ETF (RWL) stake by 31% in Q2 2026, buying an estimated $341K and bringing the position to 11,530 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #79.

Key Financial Inc first reported a position in RWL in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold RWL as of Q2 2026.

Key Financial Inc held 11,530 shares of Invesco S&P 500 Revenue ETF worth $1.47M as of Q2 2026.
Key Financial Inc bought 2,746 Invesco S&P 500 Revenue ETF shares in Q2 2026, an estimated $341K.
Invesco S&P 500 Revenue ETF made up 0.24% of Key Financial Inc's portfolio in Q2 2026, its #79 holding.
Key Financial Inc first reported a position in Invesco S&P 500 Revenue ETF in Q2 2025 and has held it in 5 quarters since.
347 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q2 2026.

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