Key Financial Inc’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	105,332 +33,912	+47%	+$697K	0.38%	53
2025 Q4	$1.47M	Buy	71,420 +17,305	+32%	+$356K	0.27%	69
2025 Q3	$1.12M	Buy	54,115 +2,430	+5%	+$49.9K	0.21%	92
2025 Q2	$1.06M	Buy	51,685 +5,880	+13%	+$120K	0.21%	90
2025 Q1	$932K	Buy	45,805 +1,630	+4%	+$33K	0.2%	90
2024 Q4	$889K	Buy	44,175 +16,435	+59%	+$333K	0.2%	94
2024 Q3	$570K	Buy	27,740 +13,600	+96%	+$277K	0.13%	145
2024 Q2	$282K	Buy	14,140 +7,061	+100%	+$141K	0.07%	201
2024 Q1	$142K	Hold	7,079	–	–	0.04%	263
2023 Q4	$144K	Buy	7,079 +6,656	+1,574%	+$131K	0.04%	250
2023 Q3	$8.19K	Hold	423	–	–	﹤0.01%	773
2023 Q2	$8.35K	Hold	423	–	–	﹤0.01%	780
2023 Q1	$8.49K	Hold	423	–	–	﹤0.01%	712
2022 Q4	$8.09K	Hold	423	–	–	﹤0.01%	679
2022 Q3	$8K	Hold	423	–	–	﹤0.01%	671
2022 Q2	$9K	Hold	423	–	–	﹤0.01%	653
2022 Q1	$9K	Hold	423	–	–	﹤0.01%	653
2021 Q4	$10K	Hold	423	–	–	0.01%	582
2021 Q3	$10K	Hold	423	–	–	0.01%	572
2021 Q2	$10K	Hold	423	–	–	0.01%	564
2021 Q1	$10K	Hold	423	–	–	0.01%	482
2020 Q4	$10K	Buy	+423	New	+$9.86K	0.01%	459
2020 Q2	–	Sell	-5,645	Closed	-$116K	–	157
2020 Q1	$116K	Buy	+5,645	New	+$123K	0.12%	136

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Key Financial Inc's BSCS Position: Q1 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 47% in Q1 2026, buying an estimated $697K and bringing the position to 105,332 shares worth $2.15M. The position accounts for 0.38% of the portfolio, ranked #53.

Key Financial Inc first reported a position in BSCS in Q1 2020 and has held it in 23 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Key Financial Inc held 105,332 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.15M as of Q1 2026.
Key Financial Inc bought 33,912 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $697K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.38% of Key Financial Inc's portfolio in Q1 2026, its #53 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.