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Key Financial Inc’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

Key Financial Inc’s Portfolio BSJU Stock Details BSJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Hold
8,205
– – 0.03% 290
2026
Q1 		$210K Buy
8,205
+790
+11% +$20.5K 0.04% 287
2025
Q4 		$194K Buy
7,415
+965
+15% +$25.1K 0.04% 290
2025
Q3 		$169K Hold
6,450
– – 0.03% 316
2025
Q2 		$168K Buy
6,450
+3,580
+125% +$91.3K 0.03% 303
2025
Q1 		$73.2K Hold
2,870
– – 0.02% 414
2024
Q4 		$73.7K Hold
2,870
– – 0.02% 411
2024
Q3 		$75.7K Hold
2,870
– – 0.02% 403
2024
Q2 		$72.9K Buy
+2,870
New +$73.1K 0.02% 394

Other funds holding BSJU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GGI
GPM Growth Investors Bloomfield Hills, Michigan $239M AUM 11.87% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc held its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) position steady in Q2 2026 at 8,205 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #290.

Key Financial Inc first reported a position in BSJU in Q2 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold BSJU as of Q2 2026.

  • Key Financial Inc held 8,205 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $212K as of Q2 2026.
  • Key Financial Inc left its Invesco BulletShares 2030 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #290 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q2 2026.

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