Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

BSJQBSJQ
Showing 8 of 9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO EXCH TRD SLF IDX FD

JONES FINANCIAL COMPANIES LLLP holds 209,063 shares of BSJQ (INVESCO EXCH TRD SLF IDX FD), worth $4.8M as of 2026-Q2. The position was increased (+4.2% shares). BSJQ represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.8M

Current Shares

209,063

Total Value Change

+$3.5M

Total Shares Change

+155,008

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
209,063
+4.2%
$4.8M0.0%$22.86
28
2026-Q1
Increased
200,603
+4.1%
$4.6M0.0%$22.76
28
2025-Q4
Increased
192,645
+11.4%
$4.5M0.0%$22.61
30
2025-Q3
Increased
172,890
+13.7%
$4M0.0%$22.35
30
2025-Q2
Increased
152,060
+12.0%
$3.5M0.0%$21.94
30
2025-Q1
Increased
135,724
+35.1%
$3.1M0.0%$21.46
34
2024-Q4
Increased
100,466
+85.9%
$2.3M0.0%$21.21
41
2024-Q3
Increased
54,055
+176.1%
$1.3M0.0%$21.04
41

Other major holders of BSJQ: Steward Partners Investment Advisory, LLC, UBS Group AG, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used