Key Financial Inc’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.3K	Hold	143	–	–	﹤0.01%	894
2026 Q1	$8.13K	Hold	143	–	–	﹤0.01%	927
2025 Q4	$8.22K	Hold	143	–	–	﹤0.01%	928
2025 Q3	$8.17K	Hold	143	–	–	﹤0.01%	933
2025 Q2	$7.76K	Hold	143	–	–	﹤0.01%	925
2025 Q1	$7.57K	Hold	143	–	–	﹤0.01%	888
2024 Q4	$7.91K	Hold	143	–	–	﹤0.01%	871
2024 Q3	$7.92K	Hold	143	–	–	﹤0.01%	852
2024 Q2	$6.82K	Hold	143	–	–	﹤0.01%	870
2024 Q1	$6.92K	Hold	143	–	–	﹤0.01%	853
2023 Q4	$7.03K	Hold	143	–	–	﹤0.01%	829
2023 Q3	$5.93K	Hold	143	–	–	﹤0.01%	849
2023 Q2	$6K	Hold	143	–	–	﹤0.01%	859
2023 Q1	$6.2K	Hold	143	–	–	﹤0.01%	785
2022 Q4	$6.42K	Hold	143	–	–	﹤0.01%	735
2022 Q3	$6K	Hold	143	–	–	﹤0.01%	759
2022 Q2	$7K	Hold	143	–	–	﹤0.01%	729
2022 Q1	$8K	Hold	143	–	–	﹤0.01%	695
2021 Q4	$9K	Hold	143	–	–	﹤0.01%	613
2021 Q3	$8K	Buy	+143	New	+$8.15K	﹤0.01%	630
2021 Q2	–	Sell	-143	Closed	-$8K	–	886
2021 Q1	$8K	Hold	143	–	–	0.01%	529
2020 Q4	$7K	Buy	+143	New	+$6.34K	0.01%	509
2020 Q2	–	Sell	-143	Closed	-$5K	–	484
2020 Q1	$5K	Buy	+143	New	+$7.17K	0.01%	513

Other funds holding PSCF

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Key Financial Inc held its Invesco S&P SmallCap Financials ETF (PSCF) position steady in Q2 2026 at 143 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Key Financial Inc first reported a position in PSCF in Q1 2020 and has held it in 23 quarters since. 11 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

Key Financial Inc held 143 shares of Invesco S&P SmallCap Financials ETF worth $9.3K as of Q2 2026.
Key Financial Inc left its Invesco S&P SmallCap Financials ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Financials ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #894 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap Financials ETF in Q1 2020 and has held it in 23 quarters since.
11 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

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