Jones Financial Companies
LUCY icon

Jones Financial Companies’s Innovative Eyewear LUCY Stock Holding History

Jones Financial Companies’s Portfolio LUCY Stock Details LUCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$481 Hold
614
– – ﹤0.01% 4759
2026
Q1 		$663 Sell
614
-3
-0.5% -$4 ﹤0.01% 4446
2025
Q4 		$615 Buy
+617
New +$994 ﹤0.01% 4123
2025
Q3 		– Sell
-300
Closed -$624 – 4320
2025
Q2 		$624 Buy
+300
New +$724 ﹤0.01% 3767

Other funds holding LUCY

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's LUCY Position: Q2 2026 in Review

Jones Financial Companies held its Innovative Eyewear (LUCY) position steady in Q2 2026 at 614 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #4759.

Jones Financial Companies first reported a position in LUCY in Q2 2025 and has held it in 4 quarters since. The position peaked at $663 in Q1 2026. 13 funds tracked by Wall St. Rank hold LUCY as of Q2 2026.

  • Jones Financial Companies held 614 shares of Innovative Eyewear worth $481 as of Q2 2026.
  • Jones Financial Companies left its Innovative Eyewear share count unchanged in Q2 2026.
  • Innovative Eyewear made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4759 holding.
  • Jones Financial Companies first reported a position in Innovative Eyewear in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Innovative Eyewear position peaked at $663 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Innovative Eyewear as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.