Jones Financial Companies’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Buy	5,949 +394	+7%	+$43.6K	﹤0.01%	2081
2026 Q1	$598K	Buy	5,555 +913	+20%	+$100K	﹤0.01%	1952
2025 Q4	$466K	Buy	4,642 +1,571	+51%	+$163K	﹤0.01%	1551
2025 Q3	$335K	Buy	3,071 +1,157	+60%	+$128K	﹤0.01%	1570
2025 Q2	$212K	Buy	1,914 +184	+11%	+$20.1K	﹤0.01%	1641
2025 Q1	$185K	Buy	1,730 +1,478	+587%	+$160K	﹤0.01%	1520
2024 Q4	$26.4K	Buy	252 +183	+265%	+$19.2K	﹤0.01%	2134
2024 Q3	$7.04K	Buy	69 +14	+25%	+$1.38K	﹤0.01%	2344
2024 Q2	$5.39K	Buy	+55	New	+$5.29K	﹤0.01%	1923

Other funds holding PSL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) stake by 7.1% in Q2 2026, buying an estimated $43.6K and bringing the position to 5,949 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Jones Financial Companies first reported a position in PSL in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold PSL as of Q2 2026.

Jones Financial Companies held 5,949 shares of Invesco Dorsey Wright Consumer Staples Momentum ETF worth $670K as of Q2 2026.
Jones Financial Companies bought 394 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2026, an estimated $43.6K.
Invesco Dorsey Wright Consumer Staples Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2081 holding.
Jones Financial Companies first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2024 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2026.

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