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BSJRBSJR
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 196,120 shares of BSJR (INVESCO EXCH TRD SLF IDX FD), worth $4.4M as of 2026-Q2. The position was increased (+11.3% shares). BSJR represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.4M

Current Shares

196,120

Total Value Change

+$4.1M

Total Shares Change

+182,295

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
196,120
+11.3%
$4.4M0.0%$22.15
30
2026-Q1
Increased
176,295
+6.3%
$3.9M0.0%$21.88
28
2025-Q4
Increased
165,845
+10.6%
$3.8M0.0%$21.83
29
2025-Q3
Increased
149,971
+6.3%
$3.4M0.0%$21.63
28
2025-Q2
Decreased
141,116
-4.6%
$3.2M0.0%$21.28
0
2025-Q1
Increased
147,937
+48.2%
$3.3M0.0%$20.66
36
2024-Q4
Increased
99,844
+176.5%
$2.2M0.0%$20.32
42
2024-Q3
Increased
36,113
+161.2%
$819,0390.0%$20.25
40
2024-Q2
New
13,825
-
$305,3180.0%$19.37
32

Other major holders of BSJR: LPL Financial LLC, Cetera Investment Advisers

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