Jones Financial Companies’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.91M	Buy	176,295 +10,450	+6%	+$236K	﹤0.01%	1172
2025 Q4	$3.75M	Buy	165,845 +15,874	+11%	+$359K	﹤0.01%	735
2025 Q3	$3.41M	Buy	149,971 +8,855	+6%	+$201K	﹤0.01%	697
2025 Q2	$3.2M	Sell	141,116 -6,821	-5%	-$153K	﹤0.01%	620
2025 Q1	$3.31M	Buy	147,937 +48,093	+48%	+$1.09M	﹤0.01%	523
2024 Q4	$2.24M	Buy	99,844 +63,731	+176%	+$1.44M	﹤0.01%	532
2024 Q3	$819K	Buy	36,113 +22,288	+161%	+$500K	﹤0.01%	662
2024 Q2	$305K	Buy	+13,825	New	+$306K	﹤0.01%	690

Other funds holding BSJR

MCP

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) stake by 6.3% in Q1 2026, buying an estimated $236K and bringing the position to 176,295 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Jones Financial Companies first reported a position in BSJR in Q2 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold BSJR as of Q1 2026.

Jones Financial Companies held 176,295 shares of Invesco BulletShares 2027 High Yield Corporate Bond ETF worth $3.91M as of Q1 2026.
Jones Financial Companies bought 10,450 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $236K.
Invesco BulletShares 2027 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1172 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
168 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2026.

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