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Jones Financial Companies’s
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
Stock Holding History
Jones Financial Companies’s Portfolio
BSJS Stock Details
BSJS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.7M
Buy
218,624
+31,207
+17%
+$684K
﹤0.01%
1094
2025
Q4
$4.12M
Buy
187,417
+26,461
+16%
+$582K
﹤0.01%
692
2025
Q3
$3.55M
Buy
160,956
+22,761
+16%
+$502K
﹤0.01%
674
2025
Q2
$3.03M
Buy
138,195
+25,853
+23%
+$561K
﹤0.01%
648
2025
Q1
$2.43M
Buy
112,342
+38,987
+53%
+$854K
﹤0.01%
608
2024
Q4
$1.59M
Buy
73,355
+53,155
+263%
+$1.17M
﹤0.01%
619
2024
Q3
$447K
Buy
20,200
+13,755
+213%
+$301K
﹤0.01%
862
2024
Q2
$138K
Buy
+6,445
New
+$138K
﹤0.01%
939
Other funds holding BSJS
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$377B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
ATPW
Ashton Thomas Private Wealth
Scottsdale, Arizona
$4.23B AUM
20.9%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.3B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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