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Key Financial Inc’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Key Financial Inc’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Sell
114,395
-22,146
-16% -$435K 0.37% 49
2026
Q1 		$2.68M Buy
136,541
+37,152
+37% +$732K 0.48% 42
2025
Q4 		$1.96M Buy
99,389
+28,398
+40% +$560K 0.36% 56
2025
Q3 		$1.4M Buy
70,991
+3,810
+6% +$75K 0.26% 75
2025
Q2 		$1.32M Buy
67,181
+4,905
+8% +$96.1K 0.27% 68
2025
Q1 		$1.22M Buy
62,276
+3,220
+5% +$62.9K 0.27% 66
2024
Q4 		$1.15M Buy
59,056
+25,616
+77% +$501K 0.26% 70
2024
Q3 		$659K Buy
33,440
+15,440
+86% +$302K 0.15% 126
2024
Q2 		$346K Buy
18,000
+11,058
+159% +$212K 0.08% 177
2024
Q1 		$134K Buy
6,942
+3,436
+98% +$66.4K 0.03% 268
2023
Q4 		$68.2K Buy
3,506
+2,346
+202% +$44.5K 0.02% 375
2023
Q3 		$21.7K Hold
1,160
– – 0.01% 549
2023
Q2 		$22.1K Hold
1,160
– – 0.01% 555
2023
Q1 		$22.4K Hold
1,160
– – 0.01% 524
2022
Q4 		$21.6K Hold
1,160
– – 0.01% 482
2022
Q3 		$22K Hold
1,160
– – 0.01% 480
2022
Q2 		$23K Hold
1,160
– – 0.01% 477
2022
Q1 		$23K Hold
1,160
– – 0.01% 474
2021
Q4 		$25K Hold
1,160
– – 0.01% 446
2021
Q3 		$25K Hold
1,160
– – 0.01% 429
2021
Q2 		$26K Hold
1,160
– – 0.01% 427
2021
Q1 		$25K Hold
1,160
– – 0.02% 358
2020
Q4 		$26K Buy
+1,160
New +$25.7K 0.02% 331
2020
Q2 		– Sell
-6,633
Closed -$131K – 156
2020
Q1 		$131K Buy
+6,633
New +$138K 0.13% 125

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Key Financial Inc's BSCR Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 16% in Q2 2026, selling an estimated $435K and leaving 114,395 shares worth $2.24M. The position accounts for 0.37% of the portfolio, ranked #49.

Key Financial Inc first reported a position in BSCR in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.68M in Q1 2026. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

  • Key Financial Inc held 114,395 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $2.24M as of Q2 2026.
  • Key Financial Inc sold 22,146 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $435K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.37% of Key Financial Inc's portfolio in Q2 2026, its #49 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $2.68M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.