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

Jones Financial Companies’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158K Buy
3,066
+618
+25% +$34.8K ﹤0.01% 2482
2025
Q4 		$141K Buy
2,448
+182
+8% +$10.4K ﹤0.01% 2073
2025
Q3 		$131K Buy
2,266
+441
+24% +$25K ﹤0.01% 1967
2025
Q2 		$102K Buy
1,825
+892
+96% +$47.8K ﹤0.01% 1935
2025
Q1 		$49.3K Buy
933
+597
+178% +$34.1K ﹤0.01% 2072
2024
Q4 		$19.2K Buy
336
+258
+331% +$15.2K ﹤0.01% 2277
2024
Q3 		$4.31K Buy
+78
New +$4.09K ﹤0.01% 2489

Other funds holding PFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Dorsey Wright Financial Momentum ETF (PFI) stake by 25% in Q1 2026, buying an estimated $34.8K and bringing the position to 3,066 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Jones Financial Companies first reported a position in PFI in Q3 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold PFI as of Q1 2026.

  • Jones Financial Companies held 3,066 shares of Invesco Dorsey Wright Financial Momentum ETF worth $158K as of Q1 2026.
  • Jones Financial Companies bought 618 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2026, an estimated $34.8K.
  • Invesco Dorsey Wright Financial Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2482 holding.
  • Jones Financial Companies first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2026.

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