Jones Financial Companies
PFM icon

Jones Financial Companies’s Invesco Dividend Achievers ETF PFM Stock Holding History

Jones Financial Companies’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
208,529
+29,360
+16% +$1.54M 0.01% 810
2025
Q4 		$9.23M Buy
179,169
+30,904
+21% +$1.58M 0.01% 477
2025
Q3 		$7.48M Buy
148,265
+8,410
+6% +$415K 0.01% 475
2025
Q2 		$6.68M Buy
139,855
+29,733
+27% +$1.36M 0.01% 435
2025
Q1 		$4.99M Buy
110,122
+41,944
+62% +$1.96M ﹤0.01% 424
2024
Q4 		$3.13M Buy
68,178
+41,514
+156% +$1.95M ﹤0.01% 457
2024
Q3 		$1.23M Buy
26,664
+17,316
+185% +$773K ﹤0.01% 551
2024
Q2 		$399K Buy
9,348
+7,596
+434% +$319K ﹤0.01% 621
2024
Q1 		$74.6K Buy
+1,752
New +$71.8K ﹤0.01% 655

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return