Beacon Capital Management LLC (Tennessee)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-286	Closed	-$5.57K	–	983
2022 Q4	$5.57K	Hold	286	–	–	﹤0.01%	616
2022 Q3	$6K	Hold	286	–	–	﹤0.01%	562
2022 Q2	$7K	Hold	286	–	–	﹤0.01%	582
2022 Q1	$7K	Buy	+286	New	+$7.06K	﹤0.01%	582

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SWA

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ACM

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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

Beacon Capital Management LLC (Tennessee)'s KBWY Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2023, closing a stake of 286 shares — an estimated $5.57K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in KBWY in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 57 funds tracked by Wall St. Rank hold KBWY as of Q1 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 286 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2023, an estimated $5.57K.
Beacon Capital Management LLC (Tennessee) first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2022 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s Invesco KBW Premium Yield Equity REIT ETF position peaked at $7K in Q2 2022.
57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.