Key Financial Inc
BSCU icon

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
Q3 		$242K Buy
14,989
+440
+3% +$7.25K 0.04% 280
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 3% in Q3 2026, buying an estimated $7.25K and bringing the position to 14,989 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #280.

Key Financial Inc first reported a position in BSCU in Q2 2024 and has held it in 10 quarters since. The position peaked at $836K in Q1 2026. 196 funds tracked by Wall St. Rank hold BSCU as of Q3 2026.

  • Key Financial Inc held 14,989 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $242K as of Q3 2026.
  • Key Financial Inc bought 440 Invesco BulletShares 2030 Corporate Bond ETF shares in Q3 2026, an estimated $7.25K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.04% of Key Financial Inc's portfolio in Q3 2026, its #280 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Key Financial Inc's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $836K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q3 2026.

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