Key Financial Inc’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-23,670	Closed	-$499K	–	1014
2021 Q3	$499K	Hold	23,670	–	–	0.28%	69
2021 Q2	$499K	Hold	23,670	–	–	0.28%	73
2021 Q1	$500K	Buy	23,670 +4,898	+26%	+$104K	0.33%	64
2020 Q4	$398K	Sell	18,772 -245	-1%	-$5.21K	0.3%	67
2020 Q3	$405K	Buy	19,017 +926	+5%	+$19.8K	0.42%	59
2020 Q2	$387K	Buy	18,091 +3,170	+21%	+$67.5K	0.44%	57
2020 Q1	$313K	Buy	14,921 +223	+2%	+$4.7K	0.32%	58
2019 Q4	$312K	Buy	+14,698	New	+$312K	0.29%	79

Other funds holding BSCL

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Key Financial Inc's BSCL Position: Q4 2021 in Review

Key Financial Inc sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2021, closing a stake of 23,670 shares — an estimated $499K sold.

Key Financial Inc first reported a position in BSCL in Q4 2019 and held it in 8 quarters. The position peaked at $500K in Q1 2021. 1 fund tracked by Wall St. Rank holds BSCL as of Q4 2021.

Key Financial Inc reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Key Financial Inc sold 23,670 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2021, an estimated $499K.
Key Financial Inc first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Key Financial Inc's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $500K in Q1 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.