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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
15,882
+8,640
+119% +$136K ﹤0.01% 1564
2025
Q1 		$120K Buy
7,242
+3,781
+109% +$62.9K ﹤0.01% 1696
2024
Q4 		$62K Buy
3,461
+1,592
+85% +$28.5K ﹤0.01% 1795
2024
Q3 		$39.4K Buy
1,869
+1,323
+242% +$27.9K ﹤0.01% 1723
2024
Q2 		$9.74K Buy
+546
New +$9.74K ﹤0.01% 1764