Jones Financial Companies
BSCQ icon

Jones Financial Companies’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Jones Financial Companies’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.72M Buy
498,192
+66,569
+15% +$1.3M ﹤0.01% 834
2025
Q4 		$8.45M Buy
431,623
+15,830
+4% +$310K 0.01% 494
2025
Q3 		$8.13M Buy
415,793
+85,379
+26% +$1.67M 0.01% 451
2025
Q2 		$6.45M Buy
330,414
+67,814
+26% +$1.32M ﹤0.01% 439
2025
Q1 		$5.12M Buy
262,600
+115,260
+78% +$2.25M ﹤0.01% 416
2024
Q4 		$2.86M Buy
147,340
+84,287
+134% +$1.64M ﹤0.01% 476
2024
Q3 		$1.23M Buy
63,053
+44,169
+234% +$858K ﹤0.01% 550
2024
Q2 		$362K Buy
+18,884
New +$362K ﹤0.01% 646

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return