1W
KBWY icon

1776 Wealth’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

1776 Wealth’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
2021
Q1 		– Sell
-14,100
Closed -$302K – 117
2020
Q4 		$302K Sell
14,100
-2,550
-15% -$49.2K 0.19% 85
2020
Q3 		$292K Sell
16,650
-13,140
-44% -$243K 0.21% 74
2020
Q2 		$572K Sell
29,790
-25,270
-46% -$459K 0.39% 39
2020
Q1 		$1.28M Buy
55,060
+29,625
+116% +$793K 0.54% 32
2019
Q4 		$793K Buy
+25,435
New +$788K 0.68% 26

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1776 Wealth's KBWY Position: Q1 2021 in Review

1776 Wealth sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2021, closing a stake of 14,100 shares — an estimated $302K sold.

1776 Wealth first reported a position in KBWY in Q4 2019 and held it in 5 quarters. The position peaked at $1.28M in Q1 2020. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2021.

  • 1776 Wealth reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2021 after selling out during the quarter.
  • 1776 Wealth sold 14,100 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2021, an estimated $302K.
  • 1776 Wealth first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 5 quarters.
  • 1776 Wealth's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.28M in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2021.

Based on 1776 Wealth's 13F filing for Q1 2021, filed 10 May 2021.