CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KBWY Stock Details KBWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-149
Closed -$4K – 5039
2022
Q1 		$4K Buy
+149
New +$4K ﹤0.01% 4250
2019
Q3 		– Sell
-127
Closed -$4K – 1986
2019
Q2 		$4K Buy
+127
New +$4K ﹤0.01% 1695