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

Alta 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 Q3	–	Sell	-10,255	Closed	-$184K	–	134
2023 Q2	$184K	Sell	10,255 -7,409	-42%	-$129K	0.11%	132
2023 Q1	$325K	Sell	17,664 -163	-0.9%	-$3.31K	0.2%	116
2022 Q4	$347K	Sell	17,827 -3,151	-15%	-$63.1K	0.23%	114
2022 Q3	$398K	Hold	20,978	–	–	0.28%	104
2022 Q2	$463K	Hold	20,978	–	–	0.32%	95
2022 Q1	$535K	Buy	20,978 +72	+0.3%	+$1.78K	0.32%	102
2021 Q4	$537K	Sell	20,906 -365	-2%	-$8.82K	0.33%	97
2021 Q3	$492K	Hold	21,271	–	–	0.36%	95
2021 Q2	$492K	Buy	21,271 +194	+0.9%	+$4.46K	0.36%	97
2021 Q1	$472K	Buy	21,077 +420	+2%	+$9.11K	0.39%	91
2020 Q4	$428K	Buy	+20,657	New	+$399K	0.36%	89

Other funds holding KBWY

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alta Wealth Advisors's KBWY Position: Q3 2023 in Review

Alta Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2023, closing a stake of 10,255 shares — an estimated $184K sold.

Alta Wealth Advisors first reported a position in KBWY in Q4 2020 and held it in 11 quarters. The position peaked at $537K in Q4 2021. 55 funds tracked by Wall St. Rank hold KBWY as of Q3 2023.

Alta Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2023 after selling out during the quarter.
Alta Wealth Advisors sold 10,255 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2023, an estimated $184K.
Alta Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 11 quarters.
Alta Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $537K in Q4 2021.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2023.

Based on Alta Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.