Jones Financial Companies’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.63M	Buy	200,603 +7,958	+4%	+$185K	﹤0.01%	1103
2025 Q4	$4.5M	Buy	192,645 +19,755	+11%	+$462K	﹤0.01%	666
2025 Q3	$4.04M	Buy	172,890 +20,830	+14%	+$487K	﹤0.01%	635
2025 Q2	$3.55M	Buy	152,060 +16,336	+12%	+$379K	﹤0.01%	590
2025 Q1	$3.15M	Buy	135,724 +35,258	+35%	+$824K	﹤0.01%	531
2024 Q4	$2.34M	Buy	100,466 +46,411	+86%	+$1.09M	﹤0.01%	522
2024 Q3	$1.27M	Buy	54,055 +34,475	+176%	+$803K	﹤0.01%	544
2024 Q2	$452K	Buy	+19,580	New	+$452K	﹤0.01%	588

Other funds holding BSJQ

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) stake by 4.1% in Q1 2026, buying an estimated $185K and bringing the position to 200,603 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Jones Financial Companies first reported a position in BSJQ in Q2 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold BSJQ as of Q1 2026.

Jones Financial Companies held 200,603 shares of Invesco BulletShares 2026 High Yield Corporate Bond ETF worth $4.63M as of Q1 2026.
Jones Financial Companies bought 7,958 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $185K.
Invesco BulletShares 2026 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1103 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q1 2026.

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