AE Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.3K | Buy |
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|
2025
Q1 | $23.5K | Sell |
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|
2024
Q4 | $27K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.41M | Buy |
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|
2018
Q3 | $2.94M | Buy |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $2.27M | Buy |
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|
2017
Q4 | $2.09M | Buy |
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|
2017
Q3 | $1.97M | Buy |
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|
2017
Q2 | $1.57M | Buy |
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