Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2031 High Yield Corporate Bond ETF BSJV Stock Holding History

Jones Financial Companies’s Portfolio BSJV Stock Details BSJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Buy
+2,123
New +$56.3K ﹤0.01% 2924

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SIC
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Morgan Stanley
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LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) in Q1 2026: 2,123 shares worth $54.5K. The stake represents ﹤0.01% of the portfolio and ranks #2924 among its holdings.

50 funds tracked by Wall St. Rank hold BSJV as of Q1 2026.

  • Jones Financial Companies held 2,123 shares of Invesco BulletShares 2031 High Yield Corporate Bond ETF worth $54.5K as of Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF was a new Jones Financial Companies position in Q1 2026.
  • Invesco BulletShares 2031 High Yield Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2924 holding.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 High Yield Corporate Bond ETF as of Q1 2026.

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