KFI
BSJN

Key Financial Inc’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Key Financial Inc’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,423
Closed -$104K – 1361
2023
Q3 		$104K Hold
4,423
– – 0.04% 280
2023
Q2 		$104K Hold
4,423
– – 0.03% 285
2023
Q1 		$104K Hold
4,423
– – 0.04% 271
2022
Q4 		$101K Hold
4,423
– – 0.05% 240
2022
Q3 		$101K Hold
4,423
– – 0.05% 244
2022
Q2 		$102K Hold
4,423
– – 0.06% 235
2022
Q1 		$108K Hold
4,423
– – 0.05% 238
2021
Q4 		$112K Hold
4,423
– – 0.06% 217
2021
Q3 		$112K Hold
4,423
– – 0.06% 208
2021
Q2 		$112K Hold
4,423
– – 0.06% 213
2021
Q1 		$112K Hold
4,423
– – 0.07% 184
2020
Q4 		$112K Buy
+4,423
New +$111K 0.08% 172
2020
Q2 		– Sell
-2,310
Closed -$52K – 690
2020
Q1 		$52K Buy
+2,310
New +$58K 0.05% 207

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Key Financial Inc's BSJN Position: Q4 2023 in Review

Key Financial Inc sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2023, closing a stake of 4,423 shares — an estimated $104K sold.

Key Financial Inc first reported a position in BSJN in Q1 2020 and held it in 13 quarters. The position peaked at $112K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSJN as of Q4 2023.

  • Key Financial Inc reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 4,423 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2023, an estimated $104K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q1 2020 and held it in 13 quarters.
  • Key Financial Inc's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $112K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.