KFI
BSCO

Key Financial Inc’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Key Financial Inc’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-56,444
Closed -$1.19M – 1407
2024
Q3 		$1.19M Buy
56,444
+4,744
+9% +$100K 0.26% 70
2024
Q2 		$1.09M Buy
51,700
+9,678
+23% +$204K 0.26% 69
2024
Q1 		$881K Buy
42,022
+14,397
+52% +$301K 0.22% 81
2023
Q4 		$577K Buy
27,625
+14,058
+104% +$292K 0.16% 110
2023
Q3 		$280K Hold
13,567
– – 0.09% 169
2023
Q2 		$279K Hold
13,567
– – 0.09% 173
2023
Q1 		$279K Buy
13,567
+970
+8% +$19.9K 0.1% 162
2022
Q4 		$257K Hold
12,597
– – 0.12% 139
2022
Q3 		$257K Hold
12,597
– – 0.12% 141
2022
Q2 		$262K Buy
12,597
+1,925
+18% +$40.2K 0.14% 126
2022
Q1 		$225K Buy
10,672
+6,900
+183% +$148K 0.11% 145
2021
Q4 		$82K Hold
3,772
– – 0.04% 267
2021
Q3 		$83K Hold
3,772
– – 0.05% 250
2021
Q2 		$84K Hold
3,772
– – 0.05% 261
2021
Q1 		$84K Hold
3,772
– – 0.06% 213
2020
Q4 		$84K Buy
+3,772
New +$84K 0.06% 195
2020
Q2 		– Sell
-8,106
Closed -$168K – 681
2020
Q1 		$168K Buy
+8,106
New +$172K 0.17% 105

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Key Financial Inc's BSCO Position: Q4 2024 in Review

Key Financial Inc sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 56,444 shares — an estimated $1.19M sold.

Key Financial Inc first reported a position in BSCO in Q1 2020 and held it in 17 quarters. The position peaked at $1.19M in Q3 2024. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Key Financial Inc reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 56,444 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $1.19M.
  • Key Financial Inc first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2020 and held it in 17 quarters.
  • Key Financial Inc's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $1.19M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.