Jones Financial Companies
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Jones Financial Companies’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Jones Financial Companies’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.89K Hold
112
– – ﹤0.01% 3712
2025
Q4 		$5.07K Hold
112
– – ﹤0.01% 3495
2025
Q3 		$5.37K Hold
112
– – ﹤0.01% 3341
2025
Q2 		$4.84K Buy
+112
New +$4.58K ﹤0.01% 3141

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jones Financial Companies held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q1 2026 at 112 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3712.

Jones Financial Companies first reported a position in PXI in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Jones Financial Companies held 112 shares of Invesco Dorsey Wright Energy Momentum ETF worth $6.89K as of Q1 2026.
  • Jones Financial Companies left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3712 holding.
  • Jones Financial Companies first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

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