Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Jones Financial Companies’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.59M Buy
118,820
+12,822
+12% +$284K ﹤0.01% 1319
2025
Q4 		$2.33M Buy
105,998
+25,537
+32% +$562K ﹤0.01% 883
2025
Q3 		$1.76M Buy
80,461
+32,557
+68% +$707K ﹤0.01% 904
2025
Q2 		$1.03M Buy
47,904
+38,761
+424% +$828K ﹤0.01% 999
2025
Q1 		$197K Buy
9,143
+4,516
+98% +$98.5K ﹤0.01% 1498
2024
Q4 		$100K Buy
4,627
+100
+2% +$2.19K ﹤0.01% 1625
2024
Q3 		$100K Buy
4,527
+3,232
+250% +$71.1K ﹤0.01% 1406
2024
Q2 		$28.2K Buy
+1,295
New +$28.3K ﹤0.01% 1438

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 12% in Q1 2026, buying an estimated $284K and bringing the position to 118,820 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Jones Financial Companies first reported a position in BSMU in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Jones Financial Companies held 118,820 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.59M as of Q1 2026.
  • Jones Financial Companies bought 12,822 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $284K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1319 holding.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

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