Ownership history in Key FInancial Inc · 21 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in INVESCO EXCH TRD SLF IDX FD (BSMP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 139,839 | -866 | -0.6% | 0.63% | $3.4M | $24.42 |
| 2025 Q2 | ADDED | 140,705 | +10,005 | +7.7% | 0.69% | $3.5M | $24.28 |
| 2025 Q1 | ADDED | 130,700 | +3,265 | +2.6% | 0.70% | $3.2M | $24.06 |
| 2024 Q4 | ADDED | 127,435 | +40,395 | +46.4% | 0.71% | $3.1M | $23.94 |
| 2024 Q3 | ADDED | 87,040 | +26,632 | +44.1% | 0.47% | $2.1M | $23.77 |
| 2024 Q2 | REDUCED | 60,408 | -10,777 | -15.1% | 0.35% | $1.5M | $23.43 |
| 2024 Q1 | UNCHANGED | 71,185 | — | 0% | 0.48% | $1.7M | $23.32 |
| 2023 Q4 | ADDED | 71,185 | +10,200 | +16.7% | 0.48% | $1.7M | $23.37 |
| 2023 Q3 | ADDED | 60,985 | +11,140 | +22.3% | 0.49% | $1.5M | $22.73 |
| 2023 Q2 | ADDED | 49,845 | +6,615 | +15.3% | 0.40% | $1.2M | $22.93 |