Key Financial Inc
BSCT icon

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
Q3 		$762K Buy
41,872
+3,065
+8% +$56.6K 0.12% 140
2026
Q2 		$721K Sell
38,807
-22,140
-36% -$413K 0.12% 148
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Key Financial Inc's BSCT Position: Q3 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7.9% in Q3 2026, buying an estimated $56.6K and bringing the position to 41,872 shares worth $762K. The position accounts for 0.12% of the portfolio, ranked #140.

Key Financial Inc first reported a position in BSCT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q1 2026. 220 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Key Financial Inc held 41,872 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $762K as of Q3 2026.
  • Key Financial Inc bought 3,065 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $56.6K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.12% of Key Financial Inc's portfolio in Q3 2026, its #140 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Key Financial Inc's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.14M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.