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Key Financial Inc’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Key Financial Inc’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$836K Buy
49,989
+1,209
+2% +$20.4K 0.15% 128
2025
Q4 		$825K Buy
48,780
+36,920
+311% +$625K 0.15% 119
2025
Q3 		$201K Buy
11,860
+600
+5% +$10.1K 0.04% 292
2025
Q2 		$189K Buy
11,260
+5,450
+94% +$90.4K 0.04% 286
2025
Q1 		$96.4K Buy
5,810
+1,330
+30% +$21.9K 0.02% 367
2024
Q4 		$73.3K Hold
4,480
– – 0.02% 414
2024
Q3 		$75.9K Hold
4,480
– – 0.02% 401
2024
Q2 		$72.8K Buy
+4,480
New +$72.6K 0.02% 395

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 2.5% in Q1 2026, buying an estimated $20.4K and bringing the position to 49,989 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #128.

Key Financial Inc first reported a position in BSCU in Q2 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Key Financial Inc held 49,989 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $836K as of Q1 2026.
  • Key Financial Inc bought 1,209 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $20.4K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.15% of Key Financial Inc's portfolio in Q1 2026, its #128 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

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