Jones Financial Companies’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Jones Financial Companies’s Portfolio PIZ Stock Details PIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.49M	Buy	136,806 +59,326	+77%	+$3.31M	﹤0.01%	1022
2026 Q1	$3.7M	Buy	77,480 +31,940	+70%	+$1.66M	﹤0.01%	1190
2025 Q4	$2.23M	Buy	45,540 +26,392	+138%	+$1.27M	﹤0.01%	899
2025 Q3	$898K	Buy	19,148 +13,397	+233%	+$621K	﹤0.01%	1173
2025 Q2	$263K	Buy	5,751 +4,067	+242%	+$172K	﹤0.01%	1547
2025 Q1	$64.5K	Buy	1,684 +1,658	+6,377%	+$64K	﹤0.01%	1961
2024 Q4	$944	Hold	26	–	–	﹤0.01%	3151
2024 Q3	$990	Sell	26 -276	-91%	-$9.99K	﹤0.01%	2809
2024 Q2	$10.8K	Buy	+302	New	+$10.5K	﹤0.01%	1738

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 77% in Q2 2026, buying an estimated $3.31M and bringing the position to 136,806 shares worth $7.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Jones Financial Companies first reported a position in PIZ in Q2 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Jones Financial Companies held 136,806 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $7.49M as of Q2 2026.
Jones Financial Companies bought 59,326 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $3.31M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1022 holding.
Jones Financial Companies first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

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