Jones Financial Companies
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Jones Financial Companies’s Global X Guru Index ETF GURU Stock Holding History

Jones Financial Companies’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-131
Closed -$8.19K – 4816
2025
Q4 		$8.19K Hold
131
– – ﹤0.01% 3312
2025
Q3 		$7.88K Hold
131
– – ﹤0.01% 3177
2025
Q2 		$7.02K Buy
131
+41
+46% +$2.04K ﹤0.01% 3003
2025
Q1 		$4.37K Buy
+90
New +$4.6K ﹤0.01% 2999

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's GURU Position: Q1 2026 in Review

Jones Financial Companies sold out of Global X Guru Index ETF (GURU) in Q1 2026, closing a stake of 131 shares — an estimated $8.19K sold.

Jones Financial Companies first reported a position in GURU in Q1 2025 and held it in 4 quarters. The position peaked at $8.19K in Q4 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Jones Financial Companies reported no remaining Global X Guru Index ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 131 Global X Guru Index ETF shares in Q1 2026, an estimated $8.19K.
  • Jones Financial Companies first reported a position in Global X Guru Index ETF in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's Global X Guru Index ETF position peaked at $8.19K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.