Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Jones Financial Companies’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.8M Buy
527,994
+103,077
+24% +$1.94M ﹤0.01% 833
2025
Q4 		$8M Buy
424,917
+73,017
+21% +$1.38M ﹤0.01% 505
2025
Q3 		$6.61M Buy
351,900
+68,238
+24% +$1.28M ﹤0.01% 498
2025
Q2 		$5.3M Buy
283,662
+81,222
+40% +$1.51M ﹤0.01% 483
2025
Q1 		$3.75M Buy
202,440
+79,604
+65% +$1.47M ﹤0.01% 494
2024
Q4 		$2.25M Buy
122,836
+65,017
+112% +$1.2M ﹤0.01% 531
2024
Q3 		$1.09M Buy
57,819
+42,253
+271% +$786K ﹤0.01% 589
2024
Q2 		$283K Buy
+15,566
New +$282K ﹤0.01% 725

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CA
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Bank of America
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Invesco
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AWM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return