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PFIPFI
8 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF

JONES FINANCIAL COMPANIES LLLP holds 4,012 shares of PFI (INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF), worth $244,246 as of 2026-Q2. The position was increased (+30.9% shares). PFI represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$244,246

Current Shares

4,012

Total Value Change

+$239,936

Total Shares Change

+3,934

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,012
+30.9%
$244,2460.0%$60.91
29
2026-Q1
Increased
3,066
+25.3%
$158,1090.0%$55.00
28
2025-Q4
Increased
2,448
+8.0%
$141,3460.0%$58.34
24
2025-Q3
Increased
2,266
+24.2%
$130,8220.0%$58.07
27
2025-Q2
Increased
1,825
+95.6%
$101,9530.0%$55.70
35
2025-Q1
Increased
933
+177.7%
$49,2950.0%$52.60
23
2024-Q4
Increased
336
+330.8%
$19,1660.0%$56.32
20
2024-Q3
New
78
-
$4,3100.0%$54.08
22

Other major holders of PFI: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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