Key Financial Inc’s Invesco BulletShares 2027 Treasury Bond ETF BSGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$72.4K	Buy	+2,900	New	+$72.6K	0.01%	473

Other funds holding BSGR

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Key Financial Inc opened a new position in Invesco BulletShares 2027 Treasury Bond ETF (BSGR) in Q3 2026: 2,900 shares worth $72.4K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings.

6 funds tracked by Wall St. Rank hold BSGR as of Q3 2026.

Key Financial Inc held 2,900 shares of Invesco BulletShares 2027 Treasury Bond ETF worth $72.4K as of Q3 2026.
Invesco BulletShares 2027 Treasury Bond ETF was a new Key Financial Inc position in Q3 2026.
Invesco BulletShares 2027 Treasury Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #473 holding.
6 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Treasury Bond ETF as of Q3 2026.

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