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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Sell	48,686 -716	-1%	-$28.9K	﹤0.01%	756
2025 Q1	$1.69M	Buy	49,402 +21,344	+76%	+$731K	﹤0.01%	702
2024 Q4	$1.05M	Buy	28,058 +13,654	+95%	+$511K	﹤0.01%	728
2024 Q3	$544K	Buy	14,404 +9,069	+170%	+$343K	﹤0.01%	793
2024 Q2	$196K	Buy	+5,335	New	+$196K	﹤0.01%	843