Jones Financial Companies
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Jones Financial Companies’s Invesco Active US Real Estate Fund PSR Stock Holding History

Jones Financial Companies’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$405K Buy
4,458
+376
+9% +$34.1K ﹤0.01% 1360
2025
Q1 		$374K Buy
4,082
+985
+32% +$90.3K ﹤0.01% 1243
2024
Q4 		$280K Buy
3,097
+657
+27% +$59.3K ﹤0.01% 1202
2024
Q3 		$239K Buy
2,440
+1,436
+143% +$141K ﹤0.01% 1073
2024
Q2 		$85.9K Buy
+1,004
New +$85.9K ﹤0.01% 1095