Jones Financial Companies, L.L »

Series Portfolios Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0k 308 29.33

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Journey Strategic Wealth
Rockefeller Capital Management
Garden State Investment Advisory Services
Enzi Wealth
Envestnet Asset Management
Platform Technology Partners
Bramshill Investments
Harwood Advisory
Axxcess Wealth Management
Stifel Financial
Gladstone Institutional Advisory
Goss Wealth Management
Raymond James Financial

View all funds holding Series Portfolios Tr