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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
Q2 		$242K Sell
14,549
-35,440
-71% -$592K 0.04% 273
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 $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Key Financial Inc reduced its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 71% in Q2 2026, selling an estimated $592K and leaving 14,549 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #273.

Key Financial Inc first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $836K in Q1 2026. 310 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

  • Key Financial Inc held 14,549 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $242K as of Q2 2026.
  • Key Financial Inc sold 35,440 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $592K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #273 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Key Financial Inc's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $836K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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