Jones Financial Companies
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Jones Financial Companies’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Jones Financial Companies’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$73 – 3790
2024
Q4 		$73 Hold
20
– – ﹤0.01% 3368
2024
Q3 		$70 Hold
20
– – ﹤0.01% 2985
2024
Q2 		$86 Buy
+20
New +$95 ﹤0.01% 2397

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PCM
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HFA
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EIM
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BlackRock
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PLC
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Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's INVE Position: Q1 2025 in Review

Jones Financial Companies sold out of INVE Technologies, Inc. Common Stock (INVE) in Q1 2025, closing a stake of 20 shares — an estimated $73 sold.

Jones Financial Companies first reported a position in INVE in Q2 2024 and held it in 3 quarters. The position peaked at $86 in Q2 2024. 43 funds tracked by Wall St. Rank hold INVE as of Q1 2025.

  • Jones Financial Companies reported no remaining INVE Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 20 INVE Technologies, Inc. Common Stock shares in Q1 2025, an estimated $73.
  • Jones Financial Companies first reported a position in INVE Technologies, Inc. Common Stock in Q2 2024 and held it in 3 quarters.
  • Jones Financial Companies's INVE Technologies, Inc. Common Stock position peaked at $86 in Q2 2024.
  • 43 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.