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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.12M	Buy	235,148 +16,524	+8%	+$361K	﹤0.01%	1180
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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) stake by 7.6% in Q2 2026, buying an estimated $361K and bringing the position to 235,148 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Jones Financial Companies first reported a position in BSJS in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold BSJS as of Q2 2026.

Jones Financial Companies held 235,148 shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF worth $5.12M as of Q2 2026.
Jones Financial Companies bought 16,524 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $361K.
Invesco BulletShares 2028 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1180 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q2 2026.

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