KFI
BCTK

Key Financial Inc’s Baron Technology ETF BCTK Stock Holding History

Key Financial Inc’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5K Hold
1,000
– – 0.01% 629
2026
Q1 		$23.3K Buy
+1,000
New +$24.7K ﹤0.01% 691

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $111M AUM 26.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Key Financial Inc held its Baron Technology ETF (BCTK) position steady in Q2 2026 at 1,000 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #629.

Key Financial Inc first reported a position in BCTK in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold BCTK as of Q2 2026.

  • Key Financial Inc held 1,000 shares of Baron Technology ETF worth $32.5K as of Q2 2026.
  • Key Financial Inc left its Baron Technology ETF share count unchanged in Q2 2026.
  • Baron Technology ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #629 holding.
  • Key Financial Inc first reported a position in Baron Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Baron Technology ETF as of Q2 2026.

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