Key Financial Inc
BSCZ icon

Key Financial Inc’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Key Financial Inc’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.92K Hold
100
– – ﹤0.01% 1109
2026
Q2 		$2.05K Hold
100
– – ﹤0.01% 1145
2026
Q1 		$2.05K Buy
+100
New +$2.08K ﹤0.01% 1171

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Carolina Wealth Advisors
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Clark Asset Management
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Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
BCS Wealth Management
BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return
LeClair Wealth Partners
LeClair Wealth Partners Dublin, Ohio $233M AUM 19.55% 1-Year Est. Return
Infinity Wealth Counsel
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Ellevest Inc
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Key Financial Inc's BSCZ Position: Q3 2026 in Review

Key Financial Inc held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q3 2026 at 100 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Key Financial Inc first reported a position in BSCZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.05K in Q1 2026. 46 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

  • Key Financial Inc held 100 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.92K as of Q3 2026.
  • Key Financial Inc left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1109 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Key Financial Inc's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $2.05K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

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