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Key Financial Inc’s Inovio Pharmaceuticals INO Stock Holding History

Key Financial Inc’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15 Hold
14
– – ﹤0.01% 1349
2026
Q1 		$24 Hold
14
– – ﹤0.01% 1385
2025
Q4 		$24 Hold
14
– – ﹤0.01% 1431
2025
Q3 		$33 Hold
14
– – ﹤0.01% 1448
2025
Q2 		$28 Buy
+14
New +$27 ﹤0.01% 1428
2024
Q1 		– Sell
-15
Closed -$89 – 1320
2023
Q4 		$89 Hold
15
– – ﹤0.01% 1299
2023
Q3 		$68 Hold
15
– – ﹤0.01% 1324
2023
Q2 		$78 Hold
15
– – ﹤0.01% 1368
2023
Q1 		$144 Hold
15
– – ﹤0.01% 1139
2022
Q4 		$302 Hold
15
– – ﹤0.01% 1122
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1148
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1126
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1015
2021
Q4 		$1K Buy
15
+3
+25% +$240 ﹤0.01% 900
2021
Q3 		$1K Buy
12
+2
+20% +$201 ﹤0.01% 872
2021
Q2 		$1K Buy
+10
New +$960 ﹤0.01% 823

Other funds holding INO

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Key Financial Inc held its Inovio Pharmaceuticals (INO) position steady in Q2 2026 at 14 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Key Financial Inc first reported a position in INO in Q2 2021 and has held it in 16 quarters since. The position peaked at $1K in Q1 2022. 25 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Key Financial Inc held 14 shares of Inovio Pharmaceuticals worth $15 as of Q2 2026.
  • Key Financial Inc left its Inovio Pharmaceuticals share count unchanged in Q2 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1349 holding.
  • Key Financial Inc first reported a position in Inovio Pharmaceuticals in Q2 2021 and has held it in 16 quarters since.
  • Key Financial Inc's Inovio Pharmaceuticals position peaked at $1K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

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