Jones Financial Companies’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Jones Financial Companies’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$986K	Buy	12,701 +230	+2%	+$17.4K	﹤0.01%	1904
2026 Q1	$861K	Buy	12,471 +396	+3%	+$29.9K	﹤0.01%	1785
2025 Q4	$948K	Buy	12,075 +218	+2%	+$16.7K	﹤0.01%	1250
2025 Q3	$922K	Buy	11,857 +1,258	+12%	+$97.1K	﹤0.01%	1161
2025 Q2	$800K	Buy	10,599 +2,003	+23%	+$143K	﹤0.01%	1097
2025 Q1	$615K	Buy	8,596 +1,747	+26%	+$129K	﹤0.01%	1036
2024 Q4	$496K	Buy	6,849 +4,721	+222%	+$346K	﹤0.01%	1006
2024 Q3	$147K	Buy	2,128 +1,394	+190%	+$91.7K	﹤0.01%	1258
2024 Q2	$45K	Buy	734 +674	+1,123%	+$41.5K	﹤0.01%	1287
2024 Q1	$3.85K	Buy	+60	New	+$3.62K	﹤0.01%	1196

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Jones Financial Companies's RSPF Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 1.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 12,701 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Jones Financial Companies first reported a position in RSPF in Q1 2024 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Jones Financial Companies held 12,701 shares of Invesco S&P 500 Equal Weight Financials ETF worth $986K as of Q2 2026.
Jones Financial Companies bought 230 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $17.4K.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1904 holding.
Jones Financial Companies first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2024 and has held it in 10 quarters since.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.