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Key Financial Inc’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Key Financial Inc’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$450K Buy
21,399
+2,404
+13% +$51.3K 0.08% 195
2025
Q4 		$409K Buy
18,995
+1,165
+7% +$25K 0.07% 201
2025
Q3 		$385K Buy
17,830
+2,320
+15% +$49.9K 0.07% 201
2025
Q2 		$334K Buy
15,510
+4,220
+37% +$88.9K 0.07% 210
2025
Q1 		$238K Buy
11,290
+1,305
+13% +$28K 0.05% 238
2024
Q4 		$214K Buy
9,985
+3,940
+65% +$85.3K 0.05% 246
2024
Q3 		$132K Buy
6,045
+1,375
+29% +$29.6K 0.03% 304
2024
Q2 		$97.9K Buy
+4,670
New +$98.2K 0.02% 343

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Key Financial Inc's BSJT Position: Q1 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 13% in Q1 2026, buying an estimated $51.3K and bringing the position to 21,399 shares worth $450K. The position accounts for 0.08% of the portfolio, ranked #195.

Key Financial Inc first reported a position in BSJT in Q2 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Key Financial Inc held 21,399 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $450K as of Q1 2026.
  • Key Financial Inc bought 2,404 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $51.3K.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 0.08% of Key Financial Inc's portfolio in Q1 2026, its #195 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.