Key Financial Inc’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167K	Hold	10,599	–	–	0.03%	324
2026 Q2	$174K	Buy	10,599 +350	+3%	+$5.76K	0.03%	325
2026 Q1	$169K	Hold	10,249	–	–	0.03%	314
2025 Q4	$171K	Hold	10,249	–	–	0.03%	313
2025 Q3	$172K	Hold	10,249	–	–	0.03%	313
2025 Q2	$169K	Buy	10,249 +5,679	+124%	+$92.5K	0.03%	298
2025 Q1	$74.5K	Hold	4,570	–	–	0.02%	409
2024 Q4	$73.3K	Hold	4,570	–	–	0.02%	413
2024 Q3	$76.2K	Hold	4,570	–	–	0.02%	400
2024 Q2	$72.9K	Buy	+4,570	New	+$72.7K	0.02%	393

Other funds holding BSCV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

GPM Growth Investors Bloomfield Hills, Michigan $237M AUM 8.62% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

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

Key Financial Inc held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q3 2026 at 10,599 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #324.

Key Financial Inc first reported a position in BSCV in Q2 2024 and has held it in 10 quarters since. The position peaked at $174K in Q2 2026. 146 funds tracked by Wall St. Rank hold BSCV as of Q3 2026.

Key Financial Inc held 10,599 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $167K as of Q3 2026.
Key Financial Inc left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #324 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $174K in Q2 2026.
146 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q3 2026.

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