Jones Financial Companies
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Jones Financial Companies’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Jones Financial Companies’s Portfolio PSCT Stock Details PSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Buy
3,827
+345
+10% +$21.1K ﹤0.01% 2347
2025
Q4 		$197K Sell
3,482
-398
-10% -$22.6K ﹤0.01% 1917
2025
Q3 		$202K Buy
3,880
+418
+12% +$20.2K ﹤0.01% 1779
2025
Q2 		$159K Buy
3,462
+850
+33% +$35.3K ﹤0.01% 1756
2025
Q1 		$105K Buy
2,612
+1,078
+70% +$49K ﹤0.01% 1752
2024
Q4 		$73.2K Buy
1,534
+934
+156% +$45.4K ﹤0.01% 1735
2024
Q3 		$28.7K Buy
600
+195
+48% +$9.13K ﹤0.01% 1830
2024
Q2 		$18.9K Buy
+405
New +$18.6K ﹤0.01% 1556

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P SmallCap Information Technology ETF (PSCT) stake by 9.9% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,827 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Jones Financial Companies first reported a position in PSCT in Q2 2024 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold PSCT as of Q1 2026.

  • Jones Financial Companies held 3,827 shares of Invesco S&P SmallCap Information Technology ETF worth $227K as of Q1 2026.
  • Jones Financial Companies bought 345 Invesco S&P SmallCap Information Technology ETF shares in Q1 2026, an estimated $21.1K.
  • Invesco S&P SmallCap Information Technology ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2347 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2024 and has held it in 8 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q1 2026.

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