Key Financial Inc’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	60,947 +3,544	+6%	+$66.7K	0.2%	92
2025 Q4	$1.08M	Buy	57,403 +1,330	+2%	+$25.1K	0.2%	92
2025 Q3	$1.06M	Buy	56,073 +5,060	+10%	+$94.9K	0.2%	98
2025 Q2	$954K	Buy	51,013 +4,765	+10%	+$88.3K	0.19%	100
2025 Q1	$857K	Buy	46,248 +1,525	+3%	+$28.1K	0.19%	100
2024 Q4	$820K	Buy	44,723 +18,010	+67%	+$333K	0.19%	105
2024 Q3	$502K	Buy	26,713 +14,845	+125%	+$276K	0.11%	155
2024 Q2	$216K	Buy	11,868 +5,400	+83%	+$97.8K	0.05%	234
2024 Q1	$118K	Hold	6,468	–	–	0.03%	291
2023 Q4	$120K	Buy	6,468 +5,393	+502%	+$96K	0.03%	275
2023 Q3	$18.8K	Hold	1,075	–	–	0.01%	577
2023 Q2	$19.3K	Hold	1,075	–	–	0.01%	584
2023 Q1	$19.7K	Hold	1,075	–	–	0.01%	548
2022 Q4	$18.6K	Hold	1,075	–	–	0.01%	505
2022 Q3	$19K	Hold	1,075	–	–	0.01%	503
2022 Q2	$20K	Hold	1,075	–	–	0.01%	501
2022 Q1	$21K	Hold	1,075	–	–	0.01%	489
2021 Q4	$23K	Buy	+1,075	New	+$22.6K	0.01%	464

Other funds holding BSCT

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

Key Financial Inc increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.2% in Q1 2026, buying an estimated $66.7K and bringing the position to 60,947 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #92.

Key Financial Inc first reported a position in BSCT in Q4 2021 and has held it in 18 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Key Financial Inc held 60,947 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.14M as of Q1 2026.
Key Financial Inc bought 3,544 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $66.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.2% of Key Financial Inc's portfolio in Q1 2026, its #92 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

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