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

JONES FINANCIAL COMPANIES LLLP holds 3M shares of SPHQ (INVESCO EXCHANGE TRADED FD T), worth $257.8M as of 2026-Q2. The position was increased (+20.3% shares). SPHQ represents 0.1% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$257.8M

Current Shares

3M

Total Value Change

+$226.9M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3M
+20.3%
$257.8M0.1%$90.10
44
2026-Q1
Increased
2.5M
+15.9%
$182.9M0.1%$79.28
35
2025-Q4
Increased
2.1M
+15.8%
$159.7M0.1%$75.74
35
2025-Q3
Increased
1.8M
+16.6%
$133.7M0.1%$72.71
35
2025-Q2
Increased
1.6M
+32.0%
$111.6M0.1%$70.39
38
2025-Q1
Increased
1.2M
+55.8%
$78.4M0.1%$65.17
42
2024-Q4
Increased
766,218
+66.5%
$51.4M0.0%$66.41
43
2024-Q3
Increased
460,228
+193.0%
$30.9M0.0%$66.20
47

Other major holders of SPHQ: LPL Financial LLC, FMR LLC

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