Anfield Capital Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Anfield Capital Management’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
2024 Q2	–	Sell	-56,370	Closed	-$1.02M	–	474
2024 Q1	$1.02M	Buy	56,370 +3,864	+7%	+$69.9K	0.49%	50
2023 Q4	$1.06M	Sell	52,506 -40,894	-44%	-$735K	0.57%	44
2023 Q3	$1.63M	Sell	93,400 -966	-1%	-$18.1K	0.78%	38
2023 Q2	$1.69M	Sell	94,366 -4,640	-5%	-$80.5K	0.74%	41
2023 Q1	$1.82M	Buy	99,006 +5,474	+6%	+$111K	0.84%	38
2022 Q4	$1.85M	Buy	93,532 +4,640	+5%	+$92.9K	0.9%	33
2022 Q3	$1.69M	Sell	88,892 -322	-0.4%	-$7.19K	0.8%	37
2022 Q2	$1.97M	Buy	89,214 +5,219	+6%	+$121K	0.89%	35
2022 Q1	$2.14M	Buy	+83,995	New	+$2.07M	0.78%	34

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Bank of America

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

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

Envestnet Asset Management

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return