Jones Financial Companies
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Jones Financial Companies’s Inspire 500 ETF PTL Stock Holding History

Jones Financial Companies’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$601K Buy
2,639
+511
+24% +$116K ﹤0.01% 1202
2025
Q1 		$435K Buy
2,128
+1,966
+1,214% +$402K ﹤0.01% 1190
2024
Q4 		$34.6K Buy
+162
New +$34.6K ﹤0.01% 2032