Jones Financial Companies’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Jones Financial Companies’s Portfolio BSCU Stock Details BSCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	685,236 +133,295	+24%	+$2.23M	﹤0.01%	876
2026 Q1	$9.16M	Buy	551,941 +118,553	+27%	+$2M	﹤0.01%	856
2025 Q4	$7.33M	Buy	433,388 +128,902	+42%	+$2.18M	﹤0.01%	530
2025 Q3	$5.14M	Buy	304,486 +56,673	+23%	+$954K	﹤0.01%	562
2025 Q2	$4.15M	Buy	247,813 +76,853	+45%	+$1.27M	﹤0.01%	544
2025 Q1	$2.84M	Buy	170,960 +61,738	+57%	+$1.02M	﹤0.01%	561
2024 Q4	$1.79M	Buy	109,222 +65,229	+148%	+$1.08M	﹤0.01%	590
2024 Q3	$747K	Buy	43,993 +30,773	+233%	+$514K	﹤0.01%	691
2024 Q2	$215K	Buy	+13,220	New	+$214K	﹤0.01%	812

Other funds holding BSCU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

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

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 24% in Q2 2026, buying an estimated $2.23M and bringing the position to 685,236 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Jones Financial Companies first reported a position in BSCU in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold BSCU as of Q2 2026.

Jones Financial Companies held 685,236 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $11.4M as of Q2 2026.
Jones Financial Companies bought 133,295 Invesco BulletShares 2030 Corporate Bond ETF shares in Q2 2026, an estimated $2.23M.
Invesco BulletShares 2030 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #876 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
308 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q2 2026.

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