Jones Financial Companies
BSSX icon

Jones Financial Companies’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History

Jones Financial Companies’s Portfolio BSSX Stock Details BSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$505K Buy
19,936
+7,307
+58% +$189K ﹤0.01% 2037
2025
Q4 		$327K Buy
12,629
+3,214
+34% +$82.9K ﹤0.01% 1691
2025
Q3 		$240K Buy
9,415
+6,029
+178% +$151K ﹤0.01% 1719
2025
Q2 		$84.4K Buy
3,386
+1,431
+73% +$35.6K ﹤0.01% 2003
2025
Q1 		$49.4K Buy
+1,955
New +$50.2K ﹤0.01% 2068

Other funds holding BSSX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 58% in Q1 2026, buying an estimated $189K and bringing the position to 19,936 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Jones Financial Companies first reported a position in BSSX in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold BSSX as of Q1 2026.

  • Jones Financial Companies held 19,936 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $505K as of Q1 2026.
  • Jones Financial Companies bought 7,307 Invesco BulletShares 2033 Municipal Bond ETF shares in Q1 2026, an estimated $189K.
  • Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2037 holding.
  • Jones Financial Companies first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q1 2026.

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