Jones Financial Companies
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Jones Financial Companies’s Invesco S&P SmallCap Financials ETF PSCF Stock Holding History

Jones Financial Companies’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
2,522
+29
+1% +$1.79K ﹤0.01% 2663
2026
Q1 		$138K Buy
2,493
+443
+22% +$26.1K ﹤0.01% 2538
2025
Q4 		$118K Sell
2,050
-294
-13% -$16.7K ﹤0.01% 2151
2025
Q3 		$136K Buy
2,344
+153
+7% +$8.7K ﹤0.01% 1943
2025
Q2 		$119K Buy
2,191
+225
+11% +$11.6K ﹤0.01% 1859
2025
Q1 		$103K Buy
1,966
+945
+93% +$51.8K ﹤0.01% 1761
2024
Q4 		$56.5K Buy
1,021
+791
+344% +$45.5K ﹤0.01% 1830
2024
Q3 		$12.6K Hold
230
– – ﹤0.01% 2133
2024
Q2 		$11K Buy
+230
New +$10.8K ﹤0.01% 1732

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P SmallCap Financials ETF (PSCF) stake by 1.2% in Q2 2026, buying an estimated $1.79K and bringing the position to 2,522 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Jones Financial Companies first reported a position in PSCF in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold PSCF as of Q2 2026.

  • Jones Financial Companies held 2,522 shares of Invesco S&P SmallCap Financials ETF worth $165K as of Q2 2026.
  • Jones Financial Companies bought 29 Invesco S&P SmallCap Financials ETF shares in Q2 2026, an estimated $1.79K.
  • Invesco S&P SmallCap Financials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2663 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q2 2026.

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