Jones Financial Companies
RSPD icon

Jones Financial Companies’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Jones Financial Companies’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157K Buy
3,011
+43
+1% +$2.47K ﹤0.01% 2486
2025
Q4 		$169K Sell
2,968
-74
-2% -$4.17K ﹤0.01% 1977
2025
Q3 		$176K Buy
3,042
+127
+4% +$7.22K ﹤0.01% 1838
2025
Q2 		$155K Buy
2,915
+845
+41% +$42.5K ﹤0.01% 1762
2025
Q1 		$103K Buy
2,070
+394
+24% +$20.9K ﹤0.01% 1763
2024
Q4 		$89.5K Buy
1,676
+1,195
+248% +$63.9K ﹤0.01% 1661
2024
Q3 		$25.2K Buy
481
+136
+39% +$6.61K ﹤0.01% 1869
2024
Q2 		$16.6K Buy
+345
New +$16.6K ﹤0.01% 1603

Other funds holding RSPD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return