Back to JONES FINANCIAL COMPANIES LLLP JONES FINANCIAL COMPANIES LLLP

XSMOXSMO
10 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 525,103 shares of XSMO (INVESCO EXCHANGE TRADED FD T), worth $47.8M as of 2026-Q2. The position was increased (+35.0% shares). XSMO represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$47.8M

Current Shares

525,103

Total Value Change

+$46.8M

Total Shares Change

+508,626

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
525,103
+35.0%
$47.8M0.0%$93.63
38
2026-Q1
Increased
388,961
+32.2%
$29.2M0.0%$79.37
37
2025-Q4
Increased
294,252
+20.8%
$21.2M0.0%$73.31
34
2025-Q3
Increased
243,663
+59.0%
$17.8M0.0%$73.23
41
2025-Q2
Increased
153,253
+52.2%
$10.4M0.0%$67.90
39
2025-Q1
Increased
100,675
+41.7%
$6.1M0.0%$60.57
36
2024-Q4
Increased
71,036
+51.4%
$4.7M0.0%$65.42
37
2024-Q3
Increased
46,931
+63.3%
$3.1M0.0%$65.17
38
2024-Q2
Increased
28,744
+74.5%
$1.7M0.0%$59.30
39
2024-Q1
New
16,477
-
$993,8930.0%$59.51
35

Other major holders of XSMO: LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used