KFI
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Key Financial Inc’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Key Financial Inc’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168K Hold
6,400
– – 0.03% 332
2026
Q1 		$166K Hold
6,400
– – 0.03% 316
2025
Q4 		$171K Hold
6,400
– – 0.03% 315
2025
Q3 		$172K Hold
6,400
– – 0.03% 312
2025
Q2 		$171K Buy
6,400
+3,585
+127% +$93.4K 0.03% 297
2025
Q1 		$73.3K Hold
2,815
– – 0.02% 412
2024
Q4 		$73.3K Hold
2,815
– – 0.02% 415
2024
Q3 		$75.7K Hold
2,815
– – 0.02% 405
2024
Q2 		$73.2K Buy
+2,815
New +$73.1K 0.02% 390

Other funds holding BSJV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Key Financial Inc held its Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) position steady in Q2 2026 at 6,400 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #332.

Key Financial Inc first reported a position in BSJV in Q2 2024 and has held it in 9 quarters since. The position peaked at $172K in Q3 2025. 6 funds tracked by Wall St. Rank hold BSJV as of Q2 2026.

  • Key Financial Inc held 6,400 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $168K as of Q2 2026.
  • Key Financial Inc left its Invesco BulletShares 2031 High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #332 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2031 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Key Financial Inc's Invesco BulletShares 2031 High Yield Corporate Bond ETF position peaked at $172K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q2 2026.

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