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

JONES FINANCIAL COMPANIES LLLP holds 145,748 shares of BSMU (INVESCO EXCH TRD SLF IDX FD), worth $3.2M as of 2026-Q2. The position was increased (+22.7% shares). BSMU represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$3.2M

Current Shares

145,748

Total Value Change

+$3.1M

Total Shares Change

+141,221

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
145,748
+22.7%
$3.2M0.0%$21.87
32
2026-Q1
Increased
118,820
+12.1%
$2.6M0.0%$21.60
29
2025-Q4
Increased
105,998
+31.7%
$2.3M0.0%$21.67
33
2025-Q3
Increased
80,461
+68.0%
$1.8M0.0%$21.42
38
2025-Q2
Increased
47,904
+423.9%
$1M0.0%$20.86
40
2025-Q1
Increased
9,143
+97.6%
$197,0770.0%$20.77
37
2024-Q4
Increased
4,627
+2.2%
$100,4980.0%$20.76
22
2024-Q3
Increased
4,527
+249.6%
$100,1150.0%$21.02
35

Other major holders of BSMU: WELLS FARGO & COMPANY/MN, LPL Financial LLC

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