KFI
BSJO

Key Financial Inc’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Key Financial Inc’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34,154
Closed -$776K – 1406
2024
Q3 		$776K Buy
34,154
+3,315
+11% +$75.3K 0.17% 108
2024
Q2 		$701K Buy
30,839
+7,137
+30% +$162K 0.17% 105
2024
Q1 		$539K Buy
23,702
+13,062
+123% +$297K 0.14% 132
2023
Q4 		$242K Buy
10,640
+4,402
+71% +$99.3K 0.07% 195
2023
Q3 		$140K Buy
6,238
+1,770
+40% +$39.9K 0.05% 241
2023
Q2 		$100K Hold
4,468
– – 0.03% 293
2023
Q1 		$100K Hold
4,468
– – 0.04% 281
2022
Q4 		$96.6K Hold
4,468
– – 0.05% 247
2022
Q3 		$97K Hold
4,468
– – 0.05% 249
2022
Q2 		$98K Hold
4,468
– – 0.05% 243
2022
Q1 		$106K Hold
4,468
– – 0.05% 240
2021
Q4 		$112K Hold
4,468
– – 0.06% 216
2021
Q3 		$112K Hold
4,468
– – 0.06% 207
2021
Q2 		$112K Hold
4,468
– – 0.06% 212
2021
Q1 		$112K Hold
4,468
– – 0.07% 183
2020
Q4 		$111K Buy
+4,468
New +$110K 0.08% 173
2020
Q2 		– Sell
-2,458
Closed -$55K – 680
2020
Q1 		$55K Buy
+2,458
New +$60.1K 0.06% 204

Other funds holding BSJO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Key Financial Inc's BSJO Position: Q4 2024 in Review

Key Financial Inc sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2024, closing a stake of 34,154 shares — an estimated $776K sold.

Key Financial Inc first reported a position in BSJO in Q1 2020 and held it in 17 quarters. The position peaked at $776K in Q3 2024. 2 funds tracked by Wall St. Rank hold BSJO as of Q4 2024.

  • Key Financial Inc reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 34,154 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $776K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2020 and held it in 17 quarters.
  • Key Financial Inc's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $776K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.