Key Financial Inc’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$918K	Buy	41,087 +392	+1%	+$8.79K	0.15%	122
2026 Q1	$910K	Buy	40,695 +6,921	+20%	+$156K	0.16%	117
2025 Q4	$764K	Buy	33,774 +1,100	+3%	+$24.9K	0.14%	132
2025 Q3	$743K	Buy	32,674 +3,300	+11%	+$75K	0.14%	134
2025 Q2	$667K	Buy	29,374 +3,750	+15%	+$84.2K	0.13%	133
2025 Q1	$574K	Buy	25,624 +2,800	+12%	+$63.2K	0.12%	146
2024 Q4	$511K	Buy	22,824 +5,955	+35%	+$134K	0.12%	150
2024 Q3	$383K	Buy	16,869 +2,435	+17%	+$54.6K	0.08%	182
2024 Q2	$319K	Buy	14,434 +9,603	+199%	+$212K	0.08%	186
2024 Q1	$107K	Buy	4,831 +1,714	+55%	+$38.2K	0.03%	308
2023 Q4	$69.7K	Buy	3,117 +2,037	+189%	+$44.2K	0.02%	369
2023 Q3	$23.1K	Hold	1,080	–	–	0.01%	539
2023 Q2	$23.4K	Hold	1,080	–	–	0.01%	545
2023 Q1	$23.6K	Hold	1,080	–	–	0.01%	514
2022 Q4	$22.1K	Hold	1,080	–	–	0.01%	480
2022 Q3	$22K	Hold	1,080	–	–	0.01%	481
2022 Q2	$23K	Hold	1,080	–	–	0.01%	478
2022 Q1	$26K	Hold	1,080	–	–	0.01%	453
2021 Q4	$27K	Hold	1,080	–	–	0.01%	431
2021 Q3	$28K	Hold	1,080	–	–	0.02%	415
2021 Q2	$28K	Hold	1,080	–	–	0.02%	418
2021 Q1	$27K	Hold	1,080	–	–	0.02%	352
2020 Q4	$28K	Buy	+1,080	New	+$27.1K	0.02%	325

Other funds holding BSJR

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

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

Key Financial Inc increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 0.96% in Q2 2026, buying an estimated $8.79K and bringing the position to 41,087 shares worth $918K. The position accounts for 0.15% of the portfolio, ranked #122.

Key Financial Inc first reported a position in BSJR in Q4 2020 and has held it in 23 quarters since. 165 funds tracked by Wall St. Rank hold BSJR as of Q2 2026.

Key Financial Inc held 41,087 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $918K as of Q2 2026.
Key Financial Inc bought 392 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.79K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up 0.15% of Key Financial Inc's portfolio in Q2 2026, its #122 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q2 2026.

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