Jones Financial Companies
PFIG icon

Jones Financial Companies’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Jones Financial Companies’s Portfolio PFIG Stock Details PFIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67M Buy
69,815
+3,840
+6% +$92.1K ﹤0.01% 1650
2026
Q1 		$1.57M Buy
65,975
+2,354
+4% +$57.1K ﹤0.01% 1529
2025
Q4 		$1.55M Buy
63,621
+7,930
+14% +$193K ﹤0.01% 1067
2025
Q3 		$1.35M Buy
55,691
+4,073
+8% +$98.3K ﹤0.01% 1017
2025
Q2 		$1.24M Buy
51,618
+612
+1% +$14.6K ﹤0.01% 926
2025
Q1 		$1.22M Buy
51,006
+25,200
+98% +$596K ﹤0.01% 791
2024
Q4 		$606K Buy
25,806
+10,414
+68% +$247K ﹤0.01% 919
2024
Q3 		$372K Buy
15,392
+3,074
+25% +$73.3K ﹤0.01% 929
2024
Q2 		$288K Buy
12,318
+8,765
+247% +$204K ﹤0.01% 721
2024
Q1 		$83.3K Buy
+3,553
New +$83.4K ﹤0.01% 628

Other funds holding PFIG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) stake by 5.8% in Q2 2026, buying an estimated $92.1K and bringing the position to 69,815 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Jones Financial Companies first reported a position in PFIG in Q1 2024 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold PFIG as of Q2 2026.

  • Jones Financial Companies held 69,815 shares of Invesco Fundamental Investment Grade Corporate Bond ETF worth $1.67M as of Q2 2026.
  • Jones Financial Companies bought 3,840 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $92.1K.
  • Invesco Fundamental Investment Grade Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1650 holding.
  • Jones Financial Companies first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2026.

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