Jones Financial Companies’s Kurv Yield Premium Strategy Apple (AAPL) ETF AAPY Stock Holding History

Jones Financial Companies’s Portfolio AAPY Stock Details AAPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$484	–	4224
2025 Q2	$484	Buy	+23	New	+$492	﹤0.01%	3809

Other funds holding AAPY

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's AAPY Position: Q3 2025 in Review

Jones Financial Companies sold out of Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY) in Q3 2025, closing a stake of 23 shares — an estimated $484 sold.

Jones Financial Companies first reported a position in AAPY in Q2 2025 and held it in 1 quarter. The position peaked at $484 in Q2 2025. 3 funds tracked by Wall St. Rank hold AAPY as of Q3 2025.

Jones Financial Companies reported no remaining Kurv Yield Premium Strategy Apple (AAPL) ETF position as of Q3 2025 after selling out during the quarter.
Jones Financial Companies sold 23 Kurv Yield Premium Strategy Apple (AAPL) ETF shares in Q3 2025, an estimated $484.
Jones Financial Companies first reported a position in Kurv Yield Premium Strategy Apple (AAPL) ETF in Q2 2025 and held it in 1 quarter.
Jones Financial Companies's Kurv Yield Premium Strategy Apple (AAPL) ETF position peaked at $484 in Q2 2025.
3 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Apple (AAPL) ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.