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EQWLEQWL
10 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO S&P 100 EQUAL WEIGHT

JONES FINANCIAL COMPANIES LLLP holds 395,132 shares of EQWL (INVESCO S&P 100 EQUAL WEIGHT), worth $50.8M as of 2026-Q2. The position was increased (+22.9% shares). EQWL represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$50.8M

Current Shares

395,132

Total Value Change

+$50.7M

Total Shares Change

+394,911

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
395,132
+22.9%
$50.8M0.0%$129.02
35
2026-Q1
Increased
321,461
+35.7%
$36.2M0.0%$121.27
38
2025-Q4
Increased
236,892
+32.0%
$28M0.0%$118.97
37
2025-Q3
Increased
179,426
+24.7%
$20.5M0.0%$113.97
35
2025-Q2
Increased
143,913
+35.2%
$15.8M0.0%$108.57
36
2025-Q1
Increased
106,454
+103.4%
$10.9M0.0%$100.88
45
2024-Q4
Increased
52,332
+181.5%
$5.4M0.0%$100.34
44
2024-Q3
Increased
18,592
+276.2%
$1.9M0.0%$99.77
42
2024-Q2
Increased
4,942
+2136.2%
$467,0060.0%$91.96
39
2024-Q1
New
221
-
$20,9710.0%$91.88
29

Other major holders of EQWL: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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