Jones Financial Companies
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P SmallCap Industrials ETF (PSCI) stake by 93% in Q1 2026, buying an estimated $116K and bringing the position to 1,482 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Jones Financial Companies first reported a position in PSCI in Q3 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold PSCI as of Q1 2026.

  • Jones Financial Companies held 1,482 shares of Invesco S&P SmallCap Industrials ETF worth $225K as of Q1 2026.
  • Jones Financial Companies bought 713 Invesco S&P SmallCap Industrials ETF shares in Q1 2026, an estimated $116K.
  • Invesco S&P SmallCap Industrials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2349 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Industrials ETF in Q3 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2026.

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