JONES FINANCIAL COMPANIES LLLP
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 815917
DES PERES, MO
All Filings in KBWY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $539,720 | 35,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 KBWY | $375,890 | 24,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 KBWY | $301,040 | 18,874 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 KBWY | $249,823 | 15,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 KBWY | $120,868 | 7,242 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 KBWY | $61,986 | 3,461 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 KBWY | $39,435 | 1,869 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 KBWY | $9,735 | 546 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||