Jones Financial Companies’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
7,321
+2,019
| +38% | +$143K | ﹤0.01% | 1262 |
|
|
2025
Q1 | $365K | Buy |
5,302
+1,708
| +48% | +$118K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $236K | Buy |
3,594
+2,005
| +126% | +$132K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $109K | Buy |
1,589
+1,346
| +554% | +$92K | ﹤0.01% | 1366 |
|
|
2024
Q2 | $14.1K | Buy |
243
+86
| +55% | +$4.98K | ﹤0.01% | 1650 |
|
|
2024
Q1 | $8.89K | Buy |
+157
| New | +$8.89K | ﹤0.01% | 1080 |
|