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 Q2	$585K	Buy	22,693 +2,757	+14%	+$70.8K	﹤0.01%	2155
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Jones Financial Companies's BSSX Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco BulletShares 2033 Municipal Bond ETF (BSSX) stake by 14% in Q2 2026, buying an estimated $70.8K and bringing the position to 22,693 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Jones Financial Companies first reported a position in BSSX in Q1 2025 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold BSSX as of Q2 2026.

Jones Financial Companies held 22,693 shares of Invesco BulletShares 2033 Municipal Bond ETF worth $585K as of Q2 2026.
Jones Financial Companies bought 2,757 Invesco BulletShares 2033 Municipal Bond ETF shares in Q2 2026, an estimated $70.8K.
Invesco BulletShares 2033 Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2155 holding.
Jones Financial Companies first reported a position in Invesco BulletShares 2033 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held Invesco BulletShares 2033 Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.