CCFM
KBWY icon

Clear Creek Financial Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Clear Creek Financial 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
2025
Q1 		– Sell
-14,442
Closed -$259K – 537
2024
Q4 		$259K Sell
14,442
-1,078
-7% -$21.3K 0.03% 402
2024
Q3 		$327K Sell
15,520
-6,320
-29% -$126K 0.04% 330
2024
Q2 		$389K Sell
21,840
-4,574
-17% -$80.1K 0.05% 287
2024
Q1 		$477K Buy
26,414
+14,419
+120% +$261K 0.06% 255
2023
Q4 		$242K Buy
+11,995
New +$216K 0.04% 290
2023
Q2 		– Sell
-11,834
Closed -$218K – 334
2023
Q1 		$218K Sell
11,834
-2,538
-18% -$51.5K 0.04% 270
2022
Q4 		$280K Buy
14,372
+3,002
+26% +$60.1K 0.06% 223
2022
Q3 		$216K Buy
+11,370
New +$254K 0.05% 244

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Clear Creek Financial Management's KBWY Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2025, closing a stake of 14,442 shares — an estimated $259K sold.

Clear Creek Financial Management first reported a position in KBWY in Q3 2022 and held it in 8 quarters. The position peaked at $477K in Q1 2024. 52 funds tracked by Wall St. Rank hold KBWY as of Q1 2025.

  • Clear Creek Financial Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 14,442 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2025, an estimated $259K.
  • Clear Creek Financial Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2022 and held it in 8 quarters.
  • Clear Creek Financial Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $477K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.