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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 11% in Q1 2026, buying an estimated $20.5K and bringing the position to 8,205 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #287.

Key Financial Inc first reported a position in BSJU in Q2 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Key Financial Inc held 8,205 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $210K as of Q1 2026.
Key Financial Inc bought 790 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $20.5K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #287 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 8 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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