Jones Financial Companies
BSCZ

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
Q2 		$4.55M Buy
221,385
+90,198
+69% +$1.85M ﹤0.01% 1233
2026
Q1 		$2.66M Buy
+131,187
New +$2.73M ﹤0.01% 1312

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $378M AUM 18.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

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

Jones Financial Companies increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 69% in Q2 2026, buying an estimated $1.85M and bringing the position to 221,385 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Jones Financial Companies first reported a position in BSCZ in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Jones Financial Companies held 221,385 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $4.55M as of Q2 2026.
  • Jones Financial Companies bought 90,198 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1233 holding.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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