Jones Financial Companies
BSMO

Jones Financial Companies’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Jones Financial Companies’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,693
Closed -$91.8K – 3534
2024
Q3 		$91.8K Buy
3,693
+2,563
+227% +$63.7K ﹤0.01% 1438
2024
Q2 		$28K Buy
+1,130
New +$28K ﹤0.01% 1446

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's BSMO Position: Q4 2024 in Review

Jones Financial Companies sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 3,693 shares — an estimated $91.8K sold.

Jones Financial Companies first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $91.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Jones Financial Companies reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 3,693 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $91.8K.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $91.8K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.