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BSMRBSMR
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 76,697 shares of BSMR (INVESCO EXCH TRD SLF IDX FD), worth $1.8M as of 2026-Q2. The position was increased (+10.9% shares). BSMR represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$1.8M

Current Shares

76,697

Total Value Change

+$1.7M

Total Shares Change

+71,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
76,697
+10.9%
$1.8M0.0%$23.58
29
2026-Q1
Increased
69,182
+24.1%
$1.6M0.0%$23.44
31
2025-Q4
Increased
55,736
+33.2%
$1.3M0.0%$23.30
33
2025-Q3
Increased
41,836
+142.7%
$989,8400.0%$23.14
40
2025-Q2
Increased
17,241
+55.2%
$404,4740.0%$22.79
34
2025-Q1
Increased
11,110
+3.9%
$261,3070.0%$22.70
24
2024-Q4
Increased
10,692
+99.4%
$252,3310.0%$22.59
37
2024-Q3
Increased
5,361
+347.5%
$127,1900.0%$22.53
36

Other major holders of BSMR: MORGAN STANLEY

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