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
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

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FF
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return