Jones Financial Companies’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67M	Buy	221,527 +25,976	+13%	+$551K	﹤0.01%	1224
2026 Q1	$4.07M	Buy	195,551 +48,898	+33%	+$1.04M	﹤0.01%	1151
2025 Q4	$3.15M	Buy	146,653 +45,477	+45%	+$977K	﹤0.01%	798
2025 Q3	$2.18M	Buy	101,176 +30,380	+43%	+$653K	﹤0.01%	820
2025 Q2	$1.52M	Buy	70,796 +51,507	+267%	+$1.09M	﹤0.01%	840
2025 Q1	$407K	Buy	+19,289	New	+$414K	﹤0.01%	1212

Other funds holding BSJT

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Jones Financial Companies increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 13% in Q2 2026, buying an estimated $551K and bringing the position to 221,527 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Jones Financial Companies first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Jones Financial Companies held 221,527 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $4.67M as of Q2 2026.
Jones Financial Companies bought 25,976 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $551K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1224 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

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