Key Financial Inc’s Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF PBOG Stock Holding History

Key Financial Inc’s Portfolio PBOG Stock Details PBOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-775	Closed	-$27.5K	–	1463
2026 Q1	$27.5K	Buy	+775	New	+$23.2K	﹤0.01%	659

Other funds holding PBOG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Key Financial Inc sold out of Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) in Q2 2026, closing a stake of 775 shares — an estimated $27.5K sold.

Key Financial Inc first reported a position in PBOG in Q1 2026 and held it in 1 quarter. The position peaked at $27.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold PBOG as of Q2 2026.

Key Financial Inc reported no remaining Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 775 Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF shares in Q2 2026, an estimated $27.5K.
Key Financial Inc first reported a position in Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF in Q1 2026 and held it in 1 quarter.
Key Financial Inc's Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF position peaked at $27.5K in Q1 2026.
11 funds tracked by Wall St. Rank held Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF as of Q2 2026.

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