Jones Financial Companies
PWV icon

Jones Financial Companies’s Invesco Large Cap Value ETF PWV Stock Holding History

Jones Financial Companies’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Buy
2025
Q1 		$118K Buy
2024
Q4 		$43.7K Buy
2024
Q3 		$39K Buy
2024
Q2 		$28.3K Buy
2023
Q1 		– Sell
2022
Q4 		$11K Hold
2022
Q3 		$10K Hold
2022
Q2 		$11K Hold
2022
Q1 		$12K Buy