Aptus Capital Advisors’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
Q4 | $247 | Hold |
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|
2025
Q3 | $255 | Hold |
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|
2025
Q2 | $252 | Hold |
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|
2025
Q1 | $267 | Hold |
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|
2024
Q4 | $287 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $141K | Buy |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | $99.1K | Sell |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $96K | Buy |
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