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 Q2	$1.67M	Sell	81,927 -23,405	-22%	-$478K	0.27%	66
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Key Financial Inc reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 22% in Q2 2026, selling an estimated $478K and leaving 81,927 shares worth $1.67M. The position accounts for 0.27% of the portfolio, ranked #66.

Key Financial Inc first reported a position in BSCS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q1 2026. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Key Financial Inc held 81,927 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.67M as of Q2 2026.
Key Financial Inc sold 23,405 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $478K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.27% of Key Financial Inc's portfolio in Q2 2026, its #66 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.15M in Q1 2026.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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