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PWZPWZ
8 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO EXCH TRADED FD TR II

JONES FINANCIAL COMPANIES LLLP holds 120,130 shares of PWZ (INVESCO EXCH TRADED FD TR II), worth $2.9M as of 2026-Q1. The position was increased (+56.1% shares). PWZ represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$2.9M

Current Shares

120,130

Total Value Change

+$2.8M

Total Shares Change

+116,088

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
120,130
+56.1%
$2.9M0.0%$23.57
37
2025-Q4
Increased
76,971
+53.0%
$1.9M0.0%$23.63
36
2025-Q3
Increased
50,319
+18.9%
$1.2M0.0%$23.18
30
2025-Q2
Increased
42,338
+212.3%
$985,2030.0%$22.43
40
2025-Q1
Increased
13,558
+48.8%
$322,9580.0%$22.72
32
2024-Q4
Increased
9,110
+87.3%
$225,0260.0%$23.33
36
2024-Q3
Increased
4,865
+20.4%
$122,7940.0%$23.51
26
2024-Q2
New
4,042
-
$99,7170.0%$22.92
30

Other major holders of PWZ: Wealthfront Advisers LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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