Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Jones Financial Companies’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$518K Buy
24,913
+7,868
+46% +$167K ﹤0.01% 2028
2025
Q4 		$360K Buy
17,045
+5,925
+53% +$125K ﹤0.01% 1645
2025
Q3 		$233K Buy
11,120
+4,883
+78% +$101K ﹤0.01% 1727
2025
Q2 		$128K Sell
6,237
-5,294
-46% -$108K ﹤0.01% 1839
2025
Q1 		$238K Buy
11,531
+2,262
+24% +$47.3K ﹤0.01% 1428
2024
Q4 		$194K Buy
9,269
+7,215
+351% +$152K ﹤0.01% 1370
2024
Q3 		$43.8K Buy
2,054
+709
+53% +$15K ﹤0.01% 1692
2024
Q2 		$28.2K Buy
+1,345
New +$28.3K ﹤0.01% 1439

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return