Jones Financial Companies
BUYW icon

Jones Financial Companies’s Main BuyWrite ETF BUYW Stock Holding History

Jones Financial Companies’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-798
Closed -$10.9K – 3032
2024
Q2 		$10.9K Buy
+798
New +$10.9K ﹤0.01% 1734

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Jones Financial Companies's BUYW Position: Q3 2024 in Review

Jones Financial Companies sold out of Main BuyWrite ETF (BUYW) in Q3 2024, closing a stake of 798 shares — an estimated $10.9K sold.

Jones Financial Companies first reported a position in BUYW in Q2 2024 and held it in 1 quarter. The position peaked at $10.9K in Q2 2024. 50 funds tracked by Wall St. Rank hold BUYW as of Q3 2024.

  • Jones Financial Companies reported no remaining Main BuyWrite ETF position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 798 Main BuyWrite ETF shares in Q3 2024, an estimated $10.9K.
  • Jones Financial Companies first reported a position in Main BuyWrite ETF in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's Main BuyWrite ETF position peaked at $10.9K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.