Jones Financial Companies
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Jones Financial Companies’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52.6M Buy
505,000
+145,539
+40% +$15.1M 0.04% 140
2025
Q1
$35.4M Buy
359,461
+141,271
+65% +$13.9M 0.03% 148
2024
Q4
$21.4M Buy
218,190
+117,027
+116% +$11.5M 0.02% 165
2024
Q3
$9.9M Buy
101,163
+77,671
+331% +$7.6M 0.01% 209
2024
Q2
$2.18M Buy
23,492
+22,242
+1,779% +$2.06M ﹤0.01% 305
2024
Q1
$117K Buy
+1,250
New +$117K ﹤0.01% 559
2022
Q4
Sell
-120
Closed -$8K 770
2022
Q3
$8K Buy
+120
New +$8K ﹤0.01% 449