Jones Financial Companies’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Jones Financial Companies’s Portfolio PHEQ Stock Details PHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3K	Buy	+590	New	+$20K	﹤0.01%	3494

Other funds holding PHEQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

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

Jones Financial Companies opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q2 2026: 590 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #3494 among its holdings.

16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

Jones Financial Companies held 590 shares of Parametric Hedged Equity ETF worth $20.3K as of Q2 2026.
Parametric Hedged Equity ETF was a new Jones Financial Companies position in Q2 2026.
Parametric Hedged Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3494 holding.
16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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