Key Financial Inc’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Sell	63,641 -782	-1%	-$18.1K	0.24%	81
2026 Q1	$1.49M	Buy	64,423 +5,855	+10%	+$136K	0.27%	69
2025 Q4	$1.37M	Buy	58,568 +8,120	+16%	+$190K	0.25%	81
2025 Q3	$1.18M	Buy	50,448 +4,280	+9%	+$100K	0.22%	87
2025 Q2	$1.08M	Hold	46,168	–	–	0.22%	88
2025 Q1	$1.07M	Buy	46,168 +2,695	+6%	+$63K	0.23%	76
2024 Q4	$1.01M	Buy	43,473 +12,250	+39%	+$287K	0.23%	80
2024 Q3	$732K	Buy	31,223 +4,520	+17%	+$105K	0.16%	111
2024 Q2	$616K	Buy	26,703 +10,307	+63%	+$238K	0.15%	120
2024 Q1	$380K	Buy	16,396 +10,770	+191%	+$249K	0.1%	164
2023 Q4	$130K	Buy	5,626 +1,749	+45%	+$39.9K	0.04%	259
2023 Q3	$87.7K	Hold	3,877	–	–	0.03%	320
2023 Q2	$88.4K	Hold	3,877	–	–	0.03%	321
2023 Q1	$88.6K	Buy	3,877 +2,248	+138%	+$51.2K	0.03%	311
2022 Q4	$35.6K	Hold	1,629	–	–	0.02%	410
2022 Q3	$36K	Hold	1,629	–	–	0.02%	413
2022 Q2	$36K	Hold	1,629	–	–	0.02%	411
2022 Q1	$40K	Hold	1,629	–	–	0.02%	389
2021 Q4	$42K	Hold	1,629	–	–	0.02%	367
2021 Q3	$42K	Hold	1,629	–	–	0.02%	361
2021 Q2	$42K	Hold	1,629	–	–	0.02%	371
2021 Q1	$42K	Hold	1,629	–	–	0.03%	303
2020 Q4	$42K	Buy	+1,629	New	+$40.9K	0.03%	269
2020 Q2	–	Sell	-572	Closed	-$13K	–	159
2020 Q1	$13K	Buy	+572	New	+$14.3K	0.01%	371

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Financial Inc's BSJQ Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 1.2% in Q2 2026, selling an estimated $18.1K and leaving 63,641 shares worth $1.46M. The position accounts for 0.24% of the portfolio, ranked #81.

Key Financial Inc first reported a position in BSJQ in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q1 2026. 187 funds tracked by Wall St. Rank hold BSJQ as of Q2 2026.

Key Financial Inc held 63,641 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $1.46M as of Q2 2026.
Key Financial Inc sold 782 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.1K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up 0.24% of Key Financial Inc's portfolio in Q2 2026, its #81 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.49M in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.