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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s RSP Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.2% in Q1 2026, buying an estimated $282K and bringing the position to 21,169 shares worth $4.06M. The position accounts for 0.28% of the portfolio, ranked #66.

Keystone Financial Group (Kentucky) first reported a position in RSP in Q1 2018 and has held it in 31 quarters since. The position peaked at $10.9M in Q1 2022. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 21,169 shares of Invesco S&P 500 Equal Weight ETF worth $4.06M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 1,425 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $282K.
  • Invesco S&P 500 Equal Weight ETF made up 0.28% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #66 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 31 quarters since.
  • Keystone Financial Group (Kentucky)'s Invesco S&P 500 Equal Weight ETF position peaked at $10.9M in Q1 2022.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.