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EFAAEFAA
6 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO ACTIVELY MANAGED EXC

JONES FINANCIAL COMPANIES LLLP holds 313,048 shares of EFAA (INVESCO ACTIVELY MANAGED EXC), worth $17.2M as of 2026-Q2. The position was increased (+21.8% shares). EFAA represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$17.2M

Current Shares

313,048

Total Value Change

+$17M

Total Shares Change

+309,072

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
313,048
+21.8%
$17.2M0.0%$55.37
34
2026-Q1
Increased
257,133
+48.8%
$13.2M0.0%$51.28
39
2025-Q4
Increased
172,775
+97.5%
$9.3M0.0%$51.46
44
2025-Q3
Increased
87,503
+122.4%
$4.6M0.0%$49.28
43
2025-Q2
Increased
39,347
+889.6%
$2M0.0%$47.07
42
2025-Q1
New
3,976
-
$195,2410.0%$43.55
32

Other major holders of EFAA: Invesco Ltd., MORGAN STANLEY

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