First Heartland Consultants’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

First Heartland Consultants’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	–	Sell	-9,110	Closed	-$233	–	386
2021 Q4	$233	Buy	9,110 +218	+2%	+$5.27K	0.01%	333
2021 Q3	$206K	Sell	8,892 -180	-2%	-$4.26K	0.03%	368
2021 Q2	$210K	Buy	+9,072	New	+$209K	0.03%	363

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ACM

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

First Heartland Consultants's KBWY Position: Q1 2022 in Review

First Heartland Consultants sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 9,110 shares — an estimated $233 sold.

First Heartland Consultants first reported a position in KBWY in Q2 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

First Heartland Consultants reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 9,110 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $233.
First Heartland Consultants first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2021 and held it in 3 quarters.
First Heartland Consultants's Invesco KBW Premium Yield Equity REIT ETF position peaked at $210K in Q2 2021.
72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.