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

Jones Financial Companies’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
8,898
+2,159
+32% +$84.7K ﹤0.01% 2361
2026
Q1 		$256K Buy
6,739
+4,726
+235% +$181K ﹤0.01% 2306
2025
Q4 		$68.6K Sell
2,013
-85
-4% -$2.79K ﹤0.01% 2391
2025
Q3 		$68.3K Buy
2,098
+593
+39% +$19.7K ﹤0.01% 2241
2025
Q2 		$49K Buy
1,505
+759
+102% +$23.7K ﹤0.01% 2232
2025
Q1 		$23.4K Buy
746
+76
+11% +$2.51K ﹤0.01% 2370
2024
Q4 		$21.8K Buy
670
+87
+15% +$3.12K ﹤0.01% 2220
2024
Q3 		$21.9K Buy
583
+249
+75% +$8.8K ﹤0.01% 1927
2024
Q2 		$11.5K Buy
334
+304
+1,013% +$10.8K ﹤0.01% 1716
2024
Q1 		$1.09K Buy
+30
New +$1K ﹤0.01% 1301

Other funds holding RSPM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 32% in Q2 2026, buying an estimated $84.7K and bringing the position to 8,898 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Jones Financial Companies first reported a position in RSPM in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold RSPM as of Q2 2026.

  • Jones Financial Companies held 8,898 shares of Invesco S&P 500 Equal Weight Materials ETF worth $349K as of Q2 2026.
  • Jones Financial Companies bought 2,159 Invesco S&P 500 Equal Weight Materials ETF shares in Q2 2026, an estimated $84.7K.
  • Invesco S&P 500 Equal Weight Materials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2361 holding.
  • Jones Financial Companies first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q1 2024 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q2 2026.

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