Jones Financial Companies
RWL icon

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

Jones Financial Companies’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$112M Buy
988,544
+198,358
+25% +$23.4M 0.05% 183
2025
Q4 		$90.6M Buy
790,186
+152,584
+24% +$17.2M 0.06% 110
2025
Q3 		$70.3M Buy
637,602
+132,602
+26% +$14.1M 0.05% 122
2025
Q2 		$52.6M Buy
505,000
+145,539
+40% +$14.4M 0.04% 140
2025
Q1 		$35.4M Buy
359,461
+141,271
+65% +$14.3M 0.03% 148
2024
Q4 		$21.4M Buy
218,190
+117,027
+116% +$11.7M 0.02% 165
2024
Q3 		$9.9M Buy
101,163
+77,671
+331% +$7.38M 0.01% 209
2024
Q2 		$2.18M Buy
23,492
+22,242
+1,779% +$2.04M ﹤0.01% 305
2024
Q1 		$117K Buy
+1,250
New +$111K ﹤0.01% 559
2022
Q4 		– Sell
-120
Closed -$8K – 770
2022
Q3 		$8K Buy
+120
New +$8.83K ﹤0.01% 449

Other funds holding RWL

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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return