KFI
BSCN

Key Financial Inc’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

Key Financial Inc’s Portfolio BSCN Stock Details BSCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,401
Closed -$348K – 1370
2023
Q3 		$348K Sell
16,401
-2,400
-13% -$50.9K 0.12% 147
2023
Q2 		$398K Sell
18,801
-22,000
-54% -$465K 0.13% 136
2023
Q1 		$860K Buy
40,801
+27,555
+208% +$580K 0.31% 62
2022
Q4 		$276K Hold
13,246
– – 0.13% 132
2022
Q3 		$276K Hold
13,246
– – 0.13% 135
2022
Q2 		$278K Hold
13,246
– – 0.15% 119
2022
Q1 		$279K Hold
13,246
– – 0.14% 124
2021
Q4 		$284K Hold
13,246
– – 0.14% 118
2021
Q3 		$287K Hold
13,246
– – 0.16% 114
2021
Q2 		$288K Hold
13,246
– – 0.16% 112
2021
Q1 		$288K Buy
13,246
+8,188
+162% +$179K 0.19% 106
2020
Q4 		$111K Buy
+5,058
New +$111K 0.08% 174
2020
Q2 		– Sell
-8,129
Closed -$169K – 728
2020
Q1 		$169K Buy
+8,129
New +$172K 0.17% 104

Other funds holding BSCN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Key Financial Inc's BSCN Position: Q4 2023 in Review

Key Financial Inc sold out of Invesco BulletShares 2023 Corporate Bond ETF (BSCN) in Q4 2023, closing a stake of 16,401 shares — an estimated $348K sold.

Key Financial Inc first reported a position in BSCN in Q1 2020 and held it in 13 quarters. The position peaked at $860K in Q1 2023. 3 funds tracked by Wall St. Rank hold BSCN as of Q4 2023.

  • Key Financial Inc reported no remaining Invesco BulletShares 2023 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 16,401 Invesco BulletShares 2023 Corporate Bond ETF shares in Q4 2023, an estimated $348K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Key Financial Inc's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $860K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.