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

Financial Advisors Network’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 Q3	–	Sell	-10,500	Closed	-$232K	–	119
2022 Q2	$232K	Hold	10,500	–	–	0.06%	105
2022 Q1	$268K	Sell	10,500 -5,600	-35%	-$138K	0.07%	100
2021 Q4	$413K	Sell	16,100 -7,950	-33%	-$192K	0.09%	97
2021 Q3	$589K	Buy	+24,050	New	+$569K	0.14%	76

Other funds holding KBWY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Financial Advisors Network's KBWY Position: Q3 2022 in Review

Financial Advisors Network sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2022, closing a stake of 10,500 shares — an estimated $232K sold.

Financial Advisors Network first reported a position in KBWY in Q3 2021 and held it in 4 quarters. The position peaked at $589K in Q3 2021. 61 funds tracked by Wall St. Rank hold KBWY as of Q3 2022.

Financial Advisors Network reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2022 after selling out during the quarter.
Financial Advisors Network sold 10,500 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2022, an estimated $232K.
Financial Advisors Network first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2021 and held it in 4 quarters.
Financial Advisors Network's Invesco KBW Premium Yield Equity REIT ETF position peaked at $589K in Q3 2021.
61 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2022.

Based on Financial Advisors Network's 13F filing for Q3 2022, filed 14 Nov 2022.