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Belpointe Asset Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-600
Closed -$11K – 2044
2023
Q1 		$11K Sell
600
-298
-33% -$6.05K ﹤0.01% 2666
2022
Q4 		$17.5K Buy
+898
New +$18K ﹤0.01% 2268

Other funds holding KBWY

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's KBWY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2023, closing a stake of 600 shares — an estimated $11K sold.

Belpointe Asset Management first reported a position in KBWY in Q4 2022 and held it in 2 quarters. The position peaked at $17.5K in Q4 2022. 57 funds tracked by Wall St. Rank hold KBWY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 600 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2023, an estimated $11K.
  • Belpointe Asset Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $17.5K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.