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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in INVESCO EXCH TRADED FD TR II

JONES FINANCIAL COMPANIES LLLP holds 42,880 shares of KBWY (INVESCO EXCH TRADED FD TR II), worth $802,281 as of 2026-Q2. The position was increased (+21.4% shares). KBWY represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$802,281

Current Shares

42,880

Total Value Change

+$762,856

Total Shares Change

+41,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
42,880
+21.4%
$802,2810.0%$18.33
30
2026-Q1
Increased
35,322
+45.0%
$528,7720.0%$14.76
33
2025-Q4
Increased
24,361
+29.1%
$375,9460.0%$14.56
30
2025-Q3
Increased
18,874
+18.8%
$300,4720.0%$14.69
28
2025-Q2
Increased
15,882
+119.3%
$249,1810.0%$14.15
37
2025-Q1
Increased
7,242
+109.3%
$120,4410.0%$14.65
36
2024-Q4
Increased
3,461
+85.2%
$61,9910.0%$15.38
32
2024-Q3
Increased
1,869
+242.3%
$39,4250.0%$17.77
22

Other major holders of KBWY: MORGAN STANLEY, LPL Financial LLC

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