Jones Financial Companies
BSCY

Jones Financial Companies’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Jones Financial Companies’s Portfolio BSCY Stock Details BSCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.08M Buy
346,286
+66,850
+24% +$1.4M ﹤0.01% 945
2025
Q4 		$5.87M Buy
279,436
+136,545
+96% +$2.88M ﹤0.01% 596
2025
Q3 		$2.99M Buy
142,891
+60,087
+73% +$1.25M ﹤0.01% 735
2025
Q2 		$1.71M Buy
82,804
+68,871
+494% +$1.4M ﹤0.01% 802
2025
Q1 		$285K Buy
+13,933
New +$283K ﹤0.01% 1349

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Jones Financial Companies's BSCY Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 24% in Q1 2026, buying an estimated $1.4M and bringing the position to 346,286 shares worth $7.08M. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Jones Financial Companies first reported a position in BSCY in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Jones Financial Companies held 346,286 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $7.08M as of Q1 2026.
  • Jones Financial Companies bought 66,850 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $1.4M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #945 holding.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.