Jones Financial Companies’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$615K	Buy	4,173 +611	+17%	+$85.1K	﹤0.01%	2128
2026 Q1	$421K	Sell	3,562 -283	-7%	-$35.1K	﹤0.01%	2127
2025 Q4	$448K	Buy	3,845 +594	+18%	+$70K	﹤0.01%	1568
2025 Q3	$379K	Buy	3,251 +479	+17%	+$53.8K	﹤0.01%	1512
2025 Q2	$299K	Sell	2,772 -17	-0.6%	-$1.74K	﹤0.01%	1492
2025 Q1	$278K	Buy	2,789 +997	+56%	+$108K	﹤0.01%	1359
2024 Q4	$193K	Buy	1,792 +995	+125%	+$109K	﹤0.01%	1371
2024 Q3	$81.9K	Buy	+797	New	+$78.7K	﹤0.01%	1465

Other funds holding PDP

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 17% in Q2 2026, buying an estimated $85.1K and bringing the position to 4,173 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Jones Financial Companies first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Jones Financial Companies held 4,173 shares of Invesco Dorsey Wright Momentum ETF worth $615K as of Q2 2026.
Jones Financial Companies bought 611 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $85.1K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2128 holding.
Jones Financial Companies first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

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