Jones Financial Companies
BSCS icon

Jones Financial Companies’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Jones Financial Companies’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1M Buy
593,404
+132,082
+29% +$2.71M 0.01% 760
2025
Q4 		$9.5M Buy
461,322
+88,034
+24% +$1.81M 0.01% 467
2025
Q3 		$7.67M Buy
373,288
+74,654
+25% +$1.53M 0.01% 468
2025
Q2 		$6.11M Buy
298,634
+55,264
+23% +$1.13M ﹤0.01% 450
2025
Q1 		$4.95M Buy
243,370
+72,785
+43% +$1.47M ﹤0.01% 429
2024
Q4 		$3.43M Buy
170,585
+67,953
+66% +$1.38M ﹤0.01% 436
2024
Q3 		$2.12M Buy
102,632
+57,483
+127% +$1.17M ﹤0.01% 446
2024
Q2 		$901K Buy
45,149
+44,580
+7,835% +$888K ﹤0.01% 441
2024
Q1 		$11.4K Buy
+569
New +$11.4K ﹤0.01% 1037

Other funds holding BSCS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return