Jones Financial Companies
BSMP

Jones Financial Companies’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Jones Financial Companies’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,661
Closed -$605K – 4427
2025
Q3 		$605K Buy
24,661
+12,032
+95% +$295K ﹤0.01% 1322
2025
Q2 		$310K Buy
12,629
+6,435
+104% +$158K ﹤0.01% 1476
2025
Q1 		$152K Buy
6,194
+1,454
+31% +$35.7K ﹤0.01% 1604
2024
Q4 		$116K Buy
4,740
+2,546
+116% +$62.5K ﹤0.01% 1569
2024
Q3 		$53.8K Buy
+2,194
New +$53.7K ﹤0.01% 1608

Other funds holding BSMP

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's BSMP Position: Q4 2025 in Review

Jones Financial Companies sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 24,661 shares — an estimated $605K sold.

Jones Financial Companies first reported a position in BSMP in Q3 2024 and held it in 5 quarters. The position peaked at $605K in Q3 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Jones Financial Companies reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 24,661 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $605K.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 5 quarters.
  • Jones Financial Companies's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $605K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.