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Key Capital Management, INC Historic Quarter Change: USA Preferred Shares, New

Key Capital Management, INC historic quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Key Capital Management, INC opened 3 positions, added to 4, reduced 4 and sold out of 1.

  • Q2 2026: Stock PSK; Country of operation —; Class ST STR PFD ETF; Shares before 0.
  • Q1 2026: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 0.
  • Q1 2026: Stock PFFD; Country of operation —; Class US PFD ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2107249), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PSK
SPDR SERIES TRUST
ST STR PFD ETF092+92$0$2,809+$2,8092026-07-28
Q1 2026FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF0572+572$0$10,153+$10,1532026-05-07
Q1 2026PFFD
GLOBAL X FDS
US PFD ETF0482+482$0$8,869+$8,8692026-05-07

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