Key Financial Inc
Position in BSMR — Invesco BulletShares 2027 Municipal Bond ETF
CIK 1801720
WEST CHESTER, PA
All Filings in BSMR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 BSMR | $6,683,207 | 283,788 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 BSMR | $6,458,517 | 273,666 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 BSMR | $6,473,323 | 273,136 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 BSMR | $5,910,056 | 251,706 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BSMR | $5,817,970 | 245,951 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 BSMR | $4,821,498 | 201,711 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 BSMR | $952,839 | 41,636 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 BSMR | $694,453 | 29,426 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 BSMR | $548,437 | 22,976 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 BSMR | $149,963 | 6,376 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 BSMR | $145,372 | 6,376 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 BSMR | $150,741 | 6,376 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 BSMR | $154,337 | 6,376 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 BSMR | $164,564 | 6,376 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 BSMR | $164,150 | 6,376 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 BSMR | $165,234 | 6,376 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 BSMR | $162,747 | 6,376 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 BSMR | $164,437 | 6,376 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||