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Dixon Hughes Goodman Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$28K Buy
1,089
+6
+0.6% +$148 0.01% 392
2021
Q4 		$28K Buy
+1,083
New +$26.2K 0.01% 325

Other funds holding KBWY

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KBWY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 0.55% in Q1 2022, buying an estimated $148 and bringing the position to 1,089 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #392.

Dixon Hughes Goodman Wealth Advisors first reported a position in KBWY in Q4 2021 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,089 shares of Invesco KBW Premium Yield Equity REIT ETF worth $28K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 6 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $148.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #392 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.