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PFMPFM
10 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO EXCHANGE TRADED FD T

JONES FINANCIAL COMPANIES LLLP holds 231,529 shares of PFM (INVESCO EXCHANGE TRADED FD T), worth $12.8M as of 2026-Q2. The position was increased (+11.0% shares). PFM represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$12.8M

Current Shares

231,529

Total Value Change

+$12.7M

Total Shares Change

+229,777

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
231,529
+11.0%
$12.8M0.0%$55.45
31
2026-Q1
Increased
208,529
+16.4%
$10.5M0.0%$53.38
32
2025-Q4
Increased
179,169
+20.8%
$9.2M0.0%$51.86
33
2025-Q3
Increased
148,265
+6.0%
$7.5M0.0%$50.23
29
2025-Q2
Increased
139,855
+27.0%
$6.7M0.0%$47.42
34
2025-Q1
Increased
110,122
+61.5%
$5M0.0%$44.80
39
2024-Q4
Increased
68,178
+155.7%
$3.1M0.0%$45.16
43
2024-Q3
Increased
26,664
+185.2%
$1.2M0.0%$45.44
41
2024-Q2
Increased
9,348
+433.6%
$398,8810.0%$41.72
38
2024-Q1
New
1,752
-
$74,5820.0%$41.43
29

Other major holders of PFM: LPL Financial LLC

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