Key Financial Inc’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,583	Closed	-$372K	–	1183
2022 Q3	$372K	Hold	17,583	–	–	0.17%	111
2022 Q2	$373K	Buy	17,583 +3,755	+27%	+$79.7K	0.2%	97
2022 Q1	$294K	Hold	13,828	–	–	0.15%	120
2021 Q4	$296K	Hold	13,828	–	–	0.15%	116
2021 Q3	$298K	Hold	13,828	–	–	0.17%	111
2021 Q2	$298K	Sell	13,828 -347	-2%	-$7.51K	0.17%	110
2021 Q1	$307K	Buy	14,175 +8,224	+138%	+$178K	0.2%	97
2020 Q4	$129K	Buy	+5,951	New	+$130K	0.1%	162
2020 Q2	–	Sell	-10,115	Closed	-$213K	–	729
2020 Q1	$213K	Buy	10,115 +359	+4%	+$7.64K	0.22%	88
2019 Q4	$210K	Buy	+9,756	New	+$210K	0.2%	105

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Key Financial Inc's BSCM Position: Q4 2022 in Review

Key Financial Inc sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 17,583 shares — an estimated $372K sold.

Key Financial Inc first reported a position in BSCM in Q4 2019 and held it in 10 quarters. The position peaked at $373K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Key Financial Inc reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Key Financial Inc sold 17,583 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $372K.
Key Financial Inc first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Key Financial Inc's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $373K in Q2 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Key Financial Inc's 13F filing for Q4 2022, filed 26 Jan 2023.