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 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Key Financial Inc held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q1 2026 at 10,249 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #314.

Key Financial Inc first reported a position in BSCV in Q2 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 213 funds tracked by Wall St. Rank hold BSCV as of Q1 2026.

Key Financial Inc held 10,249 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $169K as of Q1 2026.
Key Financial Inc left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 Corporate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #314 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Key Financial Inc's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $172K in Q3 2025.
213 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q1 2026.

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