Jones Financial Companies
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Jones Financial Companies’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Jones Financial Companies’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301K Buy
11,732
+4,619
+65% +$121K ﹤0.01% 2242
2025
Q4 		$168K Buy
7,113
+979
+16% +$23.6K ﹤0.01% 1982
2025
Q3 		$147K Buy
6,134
+1,031
+20% +$23.3K ﹤0.01% 1913
2025
Q2 		$106K Buy
5,103
+1,301
+34% +$24.7K ﹤0.01% 1917
2025
Q1 		$69.8K Buy
3,802
+1,192
+46% +$22.5K ﹤0.01% 1924
2024
Q4 		$50.2K Sell
2,610
-187
-7% -$3.75K ﹤0.01% 1879
2024
Q3 		$59.2K Buy
2,797
+501
+22% +$10.3K ﹤0.01% 1580
2024
Q2 		$49K Buy
+2,296
New +$49K ﹤0.01% 1259

Other funds holding PIE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 65% in Q1 2026, buying an estimated $121K and bringing the position to 11,732 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Jones Financial Companies first reported a position in PIE in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold PIE as of Q1 2026.

  • Jones Financial Companies held 11,732 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $301K as of Q1 2026.
  • Jones Financial Companies bought 4,619 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2026, an estimated $121K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2242 holding.
  • Jones Financial Companies first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2024 and has held it in 8 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2026.

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