Jones Financial Companies
BSMY

Jones Financial Companies’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Jones Financial Companies’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.8K Buy
+4,099
New +$101K ﹤0.01% 2679

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q1 2026: 4,099 shares worth $98.8K. The stake represents ﹤0.01% of the portfolio and ranks #2679 among its holdings.

45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Jones Financial Companies held 4,099 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $98.8K as of Q1 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Jones Financial Companies position in Q1 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2679 holding.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

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