Jones Financial Companies
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Jones Financial Companies’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Jones Financial Companies’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.9K Sell
2,374
-299
-11% -$8.51K ﹤0.01% 2885
2025
Q4 		$77K Sell
2,673
-324
-11% -$9.99K ﹤0.01% 2322
2025
Q3 		$98.4K Buy
2,997
+318
+12% +$9.72K ﹤0.01% 2098
2025
Q2 		$76.5K Buy
2,679
+359
+15% +$9.94K ﹤0.01% 2047
2025
Q1 		$69K Sell
2,320
-13,447
-85% -$386K ﹤0.01% 1934
2024
Q4 		$412K Buy
15,767
+15,729
+41,392% +$426K ﹤0.01% 1066
2024
Q3 		$1.07K Buy
+38
New +$853 ﹤0.01% 2797

Other funds holding PGJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies reduced its Invesco Golden Dragon China ETF (PGJ) stake by 11% in Q1 2026, selling an estimated $8.51K and leaving 2,374 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Jones Financial Companies first reported a position in PGJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2024. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2026.

  • Jones Financial Companies held 2,374 shares of Invesco Golden Dragon China ETF worth $59.9K as of Q1 2026.
  • Jones Financial Companies sold 299 Invesco Golden Dragon China ETF shares in Q1 2026, an estimated $8.51K.
  • Invesco Golden Dragon China ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2885 holding.
  • Jones Financial Companies first reported a position in Invesco Golden Dragon China ETF in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Invesco Golden Dragon China ETF position peaked at $412K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2026.

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