Jones Financial Companies’s Invesco BulletShares 2030 High Yield Corporate Bond ETF BSJU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.87M	Buy	113,577 +35,561	+46%	+$924K	﹤0.01%	1284
2025 Q4	$2.04M	Buy	78,016 +18,017	+30%	+$469K	﹤0.01%	943
2025 Q3	$1.57M	Buy	59,999 +17,980	+43%	+$468K	﹤0.01%	951
2025 Q2	$1.09M	Buy	42,019 +30,582	+267%	+$780K	﹤0.01%	977
2025 Q1	$292K	Buy	+11,437	New	+$295K	﹤0.01%	1343

Other funds holding BSJU

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

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

GGI

GPM Growth Investors Bloomfield Hills, Michigan $238M AUM 15.73% 1-Year Est. Return

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

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

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

Jones Financial Companies increased its Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU) stake by 46% in Q1 2026, buying an estimated $924K and bringing the position to 113,577 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Jones Financial Companies first reported a position in BSJU in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold BSJU as of Q1 2026.

Jones Financial Companies held 113,577 shares of Invesco BulletShares 2030 High Yield Corporate Bond ETF worth $2.87M as of Q1 2026.
Jones Financial Companies bought 35,561 Invesco BulletShares 2030 High Yield Corporate Bond ETF shares in Q1 2026, an estimated $924K.
Invesco BulletShares 2030 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1284 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2030 High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2030 High Yield Corporate Bond ETF as of Q1 2026.

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