Jones Financial Companies’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.66M	Buy	+131,187	New	+$2.73M	﹤0.01%	1312

Other funds holding BSCZ

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $258M AUM

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q1 2026: 131,187 shares worth $2.66M. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings.

63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

Jones Financial Companies held 131,187 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $2.66M as of Q1 2026.
Invesco BulletShares 2035 Corporate Bond ETF was a new Jones Financial Companies position in Q1 2026.
Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1312 holding.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

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