Jones Financial Companies
RSPG icon

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

Jones Financial Companies’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
9,232
+4,226
+84% +$403K ﹤0.01% 1701
2025
Q4 		$398K Buy
5,006
+148
+3% +$11.8K ﹤0.01% 1614
2025
Q3 		$396K Sell
4,858
-384
-7% -$29.5K ﹤0.01% 1491
2025
Q2 		$392K Buy
5,242
+491
+10% +$35.8K ﹤0.01% 1376
2025
Q1 		$385K Buy
4,751
+1,120
+31% +$90.3K ﹤0.01% 1231
2024
Q4 		$277K Buy
3,631
+61
+2% +$4.87K ﹤0.01% 1206
2024
Q3 		$272K Buy
3,570
+891
+33% +$70.1K ﹤0.01% 1036
2024
Q2 		$216K Buy
+2,679
New +$219K ﹤0.01% 810

Other funds holding RSPG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M
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FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return