Jones Financial Companies
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Jones Financial Companies’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Jones Financial Companies’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$300K Buy
2025
Q2 		$249K Buy
2025
Q1 		$120K Buy
2024
Q4 		$62K Buy
2024
Q3 		$39.4K Buy
2024
Q2 		$9.74K Buy