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
Q2 		$604K Buy
18,683
+6,951
+59% +$216K ﹤0.01% 2137
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $124M AUM

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

Jones Financial Companies increased its Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) stake by 59% in Q2 2026, buying an estimated $216K and bringing the position to 18,683 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Jones Financial Companies first reported a position in PIE in Q2 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold PIE as of Q2 2026.

  • Jones Financial Companies held 18,683 shares of Invesco Dorsey Wright Emerging Markets Momentum ETF worth $604K as of Q2 2026.
  • Jones Financial Companies bought 6,951 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2026, an estimated $216K.
  • Invesco Dorsey Wright Emerging Markets Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2137 holding.
  • Jones Financial Companies first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2024 and has held it in 9 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2026.

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