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 Q2	$2.2M	Buy	34,823 +5,575	+19%	+$339K	﹤0.01%	1530
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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 19% in Q2 2026, buying an estimated $339K and bringing the position to 34,823 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Jones Financial Companies first reported a position in RSPN in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold RSPN as of Q2 2026.

Jones Financial Companies held 34,823 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $2.2M as of Q2 2026.
Jones Financial Companies bought 5,575 Invesco S&P 500 Equal Weight Industrials ETF shares in Q2 2026, an estimated $339K.
Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1530 holding.
Jones Financial Companies first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q1 2024 and has held it in 10 quarters since.
168 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q2 2026.

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