Jones Financial Companies
RSPN icon

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

Jones Financial Companies’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.65M Buy
29,248
+5,009
+21% +$303K ﹤0.01% 1508
2025
Q4 		$1.37M Buy
24,239
+5,405
+29% +$302K ﹤0.01% 1108
2025
Q3 		$1.05M Buy
18,834
+2,745
+17% +$152K ﹤0.01% 1117
2025
Q2 		$858K Buy
16,089
+5,986
+59% +$301K ﹤0.01% 1064
2025
Q1 		$492K Buy
10,103
+1,953
+24% +$99.2K ﹤0.01% 1131
2024
Q4 		$409K Buy
8,150
+117
+1% +$6.14K ﹤0.01% 1070
2024
Q3 		$409K Buy
8,033
+6,329
+371% +$302K ﹤0.01% 889
2024
Q2 		$77.4K Buy
1,704
+1,225
+256% +$56.6K ﹤0.01% 1123
2024
Q1 		$22.9K Buy
+479
New +$21.3K ﹤0.01% 882

Other funds holding RSPN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return