Key Financial Inc’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4K	Hold	106	–	–	﹤0.01%	772
2025 Q4	$15.9K	Hold	106	–	–	﹤0.01%	766
2025 Q3	$15.9K	Hold	106	–	–	﹤0.01%	764
2025 Q2	$14.2K	Hold	106	–	–	﹤0.01%	765
2025 Q1	$12.6K	Hold	106	–	–	﹤0.01%	764
2024 Q4	$14.2K	Hold	106	–	–	﹤0.01%	738
2024 Q3	$14K	Hold	106	–	–	﹤0.01%	716
2024 Q2	$12.7K	Hold	106	–	–	﹤0.01%	720
2024 Q1	$13.4K	Hold	106	–	–	﹤0.01%	688
2023 Q4	$12.3K	Hold	106	–	–	﹤0.01%	687
2023 Q3	$10.5K	Hold	106	–	–	﹤0.01%	696
2023 Q2	$11K	Hold	106	–	–	﹤0.01%	693
2023 Q1	$10.1K	Hold	106	–	–	﹤0.01%	675
2022 Q4	$8.25K	Hold	106	–	–	﹤0.01%	673
2022 Q3	$8K	Hold	106	–	–	﹤0.01%	691
2022 Q2	$9K	Hold	106	–	–	﹤0.01%	661
2022 Q1	$10K	Hold	106	–	–	0.01%	644
2021 Q4	$10K	Hold	106	–	–	0.01%	597
2021 Q3	$10K	Hold	106	–	–	0.01%	580
2021 Q2	$10K	Hold	106	–	–	0.01%	571
2021 Q1	$10K	Hold	106	–	–	0.01%	488
2020 Q4	$8K	Buy	+106	New	+$7.63K	0.01%	492
2020 Q2	–	Sell	-106	Closed	-$5K	–	483
2020 Q1	$5K	Buy	+106	New	+$6.76K	0.01%	512

Other funds holding PSCI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMWMG

Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

Key Financial Inc's PSCI Position: Q1 2026 in Review

Key Financial Inc held its Invesco S&P SmallCap Industrials ETF (PSCI) position steady in Q1 2026 at 106 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Key Financial Inc first reported a position in PSCI in Q1 2020 and has held it in 23 quarters since. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

Key Financial Inc held 106 shares of Invesco S&P SmallCap Industrials ETF worth $16.4K as of Q1 2026.
Key Financial Inc left its Invesco S&P SmallCap Industrials ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #772 holding.
Key Financial Inc first reported a position in Invesco S&P SmallCap Industrials ETF in Q1 2020 and has held it in 23 quarters since.
52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.