AWA
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Alaska Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Alaska Wealth Advisors’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
2023
Q2 		– Sell
-759
Closed -$13.9K – 124
2023
Q1 		$13.9K Buy
+759
New +$15.4K ﹤0.01% 90

Other funds holding KBWY

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alaska Wealth Advisors's KBWY Position: Q2 2023 in Review

Alaska Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2023, closing a stake of 759 shares — an estimated $13.9K sold.

Alaska Wealth Advisors first reported a position in KBWY in Q1 2023 and held it in 1 quarter. The position peaked at $13.9K in Q1 2023. 57 funds tracked by Wall St. Rank hold KBWY as of Q2 2023.

  • Alaska Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Alaska Wealth Advisors sold 759 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2023, an estimated $13.9K.
  • Alaska Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2023 and held it in 1 quarter.
  • Alaska Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $13.9K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2023.

Based on Alaska Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.