Jones Financial Companies
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Jones Financial Companies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History

Jones Financial Companies’s Portfolio RDIV Stock Details RDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.7M Buy
2025
Q2 		$2.67M Buy
2025
Q1 		$1.88M Buy
2024
Q4 		$1.1M Buy
2024
Q3 		$793K Buy
2024
Q2 		$201K Buy
2024
Q1 		$27.3K Buy
2022
Q4 		– Sell
2022
Q3 		$11K Buy
2021
Q2 		– Sell
2021
Q1 		$12K Buy