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Keystone Financial Group (Kentucky)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.52M Buy
21,232
+63
+0.3% +$12.9K 0.27% 68
2026
Q1 		$4.06M Buy
21,169
+1,425
+7% +$282K 0.28% 66
2025
Q4 		$3.78M Buy
19,744
+911
+5% +$173K 0.28% 68
2025
Q3 		$3.57M Buy
18,833
+646
+4% +$120K 0.27% 67
2025
Q2 		$3.31M Buy
18,187
+393
+2% +$67.8K 0.3% 69
2025
Q1 		$3.08M Sell
17,794
-389
-2% -$69.2K 0.31% 70
2024
Q4 		$3.19M Sell
18,183
-126
-0.7% -$22.8K 0.31% 66
2024
Q3 		$3.28M Buy
+18,309
New +$3.13M 0.42% 49
2024
Q2 		– Sell
-21,783
Closed -$3.69M – 271
2024
Q1 		$3.69M Sell
21,783
-1,150
-5% -$185K 0.54% 38
2023
Q4 		$3.62M Buy
22,933
+1,139
+5% +$165K 0.63% 32
2023
Q3 		$3.09M Sell
21,794
-49,345
-69% -$7.37M 0.52% 38
2023
Q2 		$10.6M Buy
+71,139
New +$10.2M 1.81% 10
2022
Q4 		$9.89M Sell
69,993
-237
-0.3% -$33.1K 1.95% 8
2022
Q3 		$8.94M Sell
70,230
-2,067
-3% -$292K 1.81% 9
2022
Q2 		$9.7M Buy
72,297
+3,132
+5% +$458K 1.92% 8
2022
Q1 		$10.9M Buy
69,165
+10,180
+17% +$1.59M 1.85% 10
2021
Q4 		$9.6M Buy
58,985
+2,700
+5% +$427K 1.57% 12
2021
Q3 		$8.43M Buy
56,285
+3,732
+7% +$571K 1.53% 13
2021
Q2 		$7.92M Buy
52,553
+5,104
+11% +$760K 1.43% 14
2021
Q1 		$6.72M Buy
47,449
+19,739
+71% +$2.66M 1.31% 16
2020
Q4 		$3.53M Buy
27,710
+7,423
+37% +$883K 0.73% 31
2020
Q3 		$2.19M Sell
20,287
-251
-1% -$27.1K 0.54% 44
2020
Q2 		$2.09M Sell
20,538
-9,602
-32% -$926K 0.57% 39
2020
Q1 		$2.53M Sell
30,140
-1,892
-6% -$201K 0.84% 27
2019
Q4 		$3.71M Sell
32,032
-965
-3% -$107K 1% 22
2019
Q3 		$3.57M Sell
32,997
-766
-2% -$82.2K 1.1% 18
2019
Q2 		$3.64M Sell
33,763
-521
-2% -$55.2K 1.18% 17
2019
Q1 		$3.58M Sell
34,284
-1,335
-4% -$135K 1.27% 16
2018
Q4 		$3.26M Buy
35,619
+767
+2% +$76K 1.47% 15
2018
Q3 		$3.72M Sell
34,852
-467
-1% -$49.4K 1.52% 12
2018
Q2 		$3.6M Sell
35,319
-41
-0.1% -$4.16K 2.01% 8
2018
Q1 		$3.44M Buy
+35,360
New +$3.62M 1.91% 7

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s RSP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 21,232 shares worth $4.52M. The position accounts for 0.27% of the portfolio, ranked #68.

Keystone Financial Group (Kentucky) first reported a position in RSP in Q1 2018 and has held it in 32 quarters since. The position peaked at $10.9M in Q1 2022. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 21,232 shares of Invesco S&P 500 Equal Weight ETF worth $4.52M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 63 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.27% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #68 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s Invesco S&P 500 Equal Weight ETF position peaked at $10.9M in Q1 2022.
  • 2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.