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FSB Premier Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

FSB Premier Wealth 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
2022
Q1 		– Sell
-878
Closed -$22K – 342
2021
Q4 		$22K Buy
+878
New +$21.2K 0.01% 334

Other funds holding KBWY

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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

FSB Premier Wealth Management's KBWY Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 878 shares — an estimated $22K sold.

FSB Premier Wealth Management first reported a position in KBWY in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 878 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $22K.
  • FSB Premier Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $22K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.