Jones Financial Companies
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Jones Financial Companies’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Jones Financial Companies’s Portfolio BSMW Stock Details BSMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$773K Buy
31,221
+4,504
+17% +$114K ﹤0.01% 1832
2025
Q4 		$671K Buy
26,717
+4,256
+19% +$107K ﹤0.01% 1387
2025
Q3 		$559K Buy
22,461
+9,210
+70% +$226K ﹤0.01% 1351
2025
Q2 		$323K Buy
13,251
+9,482
+252% +$231K ﹤0.01% 1457
2025
Q1 		$92.7K Buy
3,769
+1,762
+88% +$44.1K ﹤0.01% 1803
2024
Q4 		$50.4K Sell
2,007
-1,069
-35% -$27.1K ﹤0.01% 1876
2024
Q3 		$78.8K Buy
3,076
+1,955
+174% +$49.8K ﹤0.01% 1485
2024
Q2 		$28.3K Buy
+1,121
New +$28.3K ﹤0.01% 1437

Other funds holding BSMW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2032 Municipal Bond ETF (BSMW) stake by 17% in Q1 2026, buying an estimated $114K and bringing the position to 31,221 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Jones Financial Companies first reported a position in BSMW in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold BSMW as of Q1 2026.

  • Jones Financial Companies held 31,221 shares of Invesco BulletShares 2032 Municipal Bond ETF worth $773K as of Q1 2026.
  • Jones Financial Companies bought 4,504 Invesco BulletShares 2032 Municipal Bond ETF shares in Q1 2026, an estimated $114K.
  • Invesco BulletShares 2032 Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1832 holding.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2032 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Municipal Bond ETF as of Q1 2026.

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