Jones Financial Companies
PYZ icon

Jones Financial Companies’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Jones Financial Companies’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123K Buy
1,071
+573
+115% +$71K ﹤0.01% 2584
2025
Q4 		$54.9K Buy
498
+448
+896% +$48K ﹤0.01% 2476
2025
Q3 		$5.29K Buy
+50
New +$5.06K ﹤0.01% 3344

Other funds holding PYZ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Jones Financial Companies increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 115% in Q1 2026, buying an estimated $71K and bringing the position to 1,071 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

Jones Financial Companies first reported a position in PYZ in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Jones Financial Companies held 1,071 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $123K as of Q1 2026.
  • Jones Financial Companies bought 573 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $71K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2584 holding.
  • Jones Financial Companies first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

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