American Portfolios Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

American Portfolios 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
2022 Q1	–	Sell	-1,423	Closed	-$36.5K	–	3626
2021 Q4	$36.5K	Hold	1,423	–	–	﹤0.01%	2022
2021 Q3	$32.9K	Hold	1,423	–	–	﹤0.01%	2006
2021 Q2	$32.9K	Hold	1,423	–	–	﹤0.01%	1958
2021 Q1	$31.9K	Buy	1,423 +295	+26%	+$6.4K	﹤0.01%	1816
2020 Q4	$23.4K	Hold	1,128	–	–	﹤0.01%	1746
2020 Q3	$19.8K	Sell	1,128 -291	-21%	-$5.39K	﹤0.01%	1706
2020 Q2	$27.3K	Hold	1,419	–	–	﹤0.01%	1516
2020 Q1	$23.5K	Sell	1,419 -2,768	-66%	-$74.1K	﹤0.01%	1471
2019 Q4	$131K	Hold	4,187	–	–	0.01%	921
2019 Q3	$131K	Hold	4,187	–	–	0.01%	871
2019 Q2	$126K	Buy	4,187 +115	+3%	+$3.5K	0.01%	894
2019 Q1	$125K	Buy	4,072 +1,537	+61%	+$47K	0.01%	796
2018 Q4	$68.3K	Buy	2,535 +344	+16%	+$10.6K	0.01%	889
2018 Q3	$74.2K	Buy	+2,191	New	+$77K	0.01%	952

Other funds holding KBWY

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACM

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

American Portfolios Advisors's KBWY Position: Q1 2022 in Review

American Portfolios Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 1,423 shares — an estimated $36.5K sold.

American Portfolios Advisors first reported a position in KBWY in Q3 2018 and held it in 14 quarters. The position peaked at $131K in Q3 2019. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

American Portfolios Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 1,423 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $36.5K.
American Portfolios Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2018 and held it in 14 quarters.
American Portfolios Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $131K in Q3 2019.
72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.