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 Q2	$12.2M	Buy	658,474 +130,480	+25%	+$2.43M	﹤0.01%	846
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

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies's BSCT Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 25% in Q2 2026, buying an estimated $2.43M and bringing the position to 658,474 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Jones Financial Companies first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Jones Financial Companies held 658,474 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $12.2M as of Q2 2026.
Jones Financial Companies bought 130,480 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $2.43M.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #846 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.