Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Jones Financial Companies’s Portfolio BSMQ Stock Details BSMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
46,807
+3,394
+8% +$80.3K ﹤0.01% 1675
2025
Q4 		$1.03M Buy
43,413
+12,049
+38% +$285K ﹤0.01% 1217
2025
Q3 		$741K Buy
31,364
+13,273
+73% +$313K ﹤0.01% 1240
2025
Q2 		$426K Buy
18,091
+8,628
+91% +$202K ﹤0.01% 1332
2025
Q1 		$223K Buy
9,463
+831
+10% +$19.7K ﹤0.01% 1454
2024
Q4 		$203K Buy
8,632
+2,629
+44% +$62.1K ﹤0.01% 1350
2024
Q3 		$142K Buy
6,003
+4,805
+401% +$114K ﹤0.01% 1266
2024
Q2 		$28.1K Buy
+1,198
New +$28.1K ﹤0.01% 1442

Other funds holding BSMQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return