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 Q2	$7.96M	Buy	384,106 +37,820	+11%	+$784K	﹤0.01%	1001
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 $14.6B AUM 22.78% 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

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

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

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 11% in Q2 2026, buying an estimated $784K and bringing the position to 384,106 shares worth $7.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Jones Financial Companies first reported a position in BSCY in Q1 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Jones Financial Companies held 384,106 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $7.96M as of Q2 2026.
Jones Financial Companies bought 37,820 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $784K.
Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1001 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

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