Key Financial Inc
BSCW icon

Key Financial Inc’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Key Financial Inc’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.7K Buy
1,620
+1,080
+200% +$21.8K 0.01% 617
2026
Q2 		$11.1K Hold
540
– – ﹤0.01% 846
2026
Q1 		$11.1K Buy
+540
New +$11.3K ﹤0.01% 862

Other funds holding BSCW

LPL Financial
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Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Strategic Financial Group
Strategic Financial Group Grand Haven, Michigan $103M AUM
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $898M AUM 10.42% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2032 Corporate Bond ETF (BSCW) stake by 200% in Q3 2026, buying an estimated $21.8K and bringing the position to 1,620 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #617.

Key Financial Inc first reported a position in BSCW in Q1 2026 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold BSCW as of Q3 2026.

  • Key Financial Inc held 1,620 shares of Invesco BulletShares 2032 Corporate Bond ETF worth $31.7K as of Q3 2026.
  • Key Financial Inc bought 1,080 Invesco BulletShares 2032 Corporate Bond ETF shares in Q3 2026, an estimated $21.8K.
  • Invesco BulletShares 2032 Corporate Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #617 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q3 2026.

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