Jones Financial Companies
PSCI icon

Jones Financial Companies’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Jones Financial Companies’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$521K Buy
2,818
+1,336
+90% +$228K ﹤0.01% 2199
2026
Q1 		$225K Buy
1,482
+713
+93% +$116K ﹤0.01% 2349
2025
Q4 		$115K Buy
769
+420
+120% +$62.8K ﹤0.01% 2166
2025
Q3 		$51.9K Buy
349
+22
+7% +$3.17K ﹤0.01% 2364
2025
Q2 		$43.7K Buy
327
+70
+27% +$8.57K ﹤0.01% 2275
2025
Q1 		$30.6K Hold
257
– – ﹤0.01% 2259
2024
Q4 		$34.5K Buy
257
+217
+543% +$30K ﹤0.01% 2033
2024
Q3 		$5.25K Buy
+40
New +$5.05K ﹤0.01% 2430

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPW
TOP Private Wealth Glastonbury, Connecticut $104M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $844M AUM 18.11% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 90% in Q2 2026, buying an estimated $228K and bringing the position to 2,818 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Jones Financial Companies first reported a position in PSCI in Q3 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold PSCI as of Q2 2026.

  • Jones Financial Companies held 2,818 shares of Invesco S&P SmallCap Industrials ETF worth $521K as of Q2 2026.
  • Jones Financial Companies bought 1,336 Invesco S&P SmallCap Industrials ETF shares in Q2 2026, an estimated $228K.
  • Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2199 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2026.

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