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PBEPBE
9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO EXCHANGE TRADED FD T

JONES FINANCIAL COMPANIES LLLP holds 10,186 shares of PBE (INVESCO EXCHANGE TRADED FD T), worth $913,562 as of 2026-Q2. The position was increased (+29.1% shares). PBE represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$913,562

Current Shares

10,186

Total Value Change

+$859,314

Total Shares Change

+9,349

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,186
+29.1%
$913,5620.0%$89.65
31
2026-Q1
Increased
7,889
+21.3%
$596,3690.0%$79.79
29
2025-Q4
Increased
6,504
+21.4%
$534,3040.0%$82.41
29
2025-Q3
Decreased
5,358
-0.5%
$367,4520.0%$68.80
0
2025-Q2
Increased
5,384
+116.6%
$346,6220.0%$63.84
38
2025-Q1
Increased
2,486
+7.4%
$159,4770.0%$63.48
24
2024-Q4
Increased
2,315
+52.9%
$154,0120.0%$65.76
31
2024-Q3
Increased
1,514
+80.9%
$105,6880.0%$69.05
33
2024-Q2
New
837
-
$54,2480.0%$64.10
29

Other major holders of PBE: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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