Jones Financial Companies
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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
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

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Bank of America
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Commonwealth Equity Services
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return