Future Financial Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Future Financial 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
2024 Q2	–	Sell	-1,600	Closed	-$28.9K	–	287
2024 Q1	$28.9K	Buy	+1,600	New	+$29K	0.02%	315
2022 Q2	–	Sell	-3,300	Closed	-$84K	–	301
2022 Q1	$84K	Sell	3,300 -1,496	-31%	-$36.9K	0.07%	207
2021 Q4	$124K	Buy	+4,796	New	+$116K	0.1%	170

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Future Financial Wealth Management's KBWY Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2024, closing a stake of 1,600 shares — an estimated $28.9K sold.

Future Financial Wealth Management first reported a position in KBWY in Q4 2021 and held it in 3 quarters. The position peaked at $124K in Q4 2021. 43 funds tracked by Wall St. Rank hold KBWY as of Q2 2024.

Future Financial Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 1,600 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2024, an estimated $28.9K.
Future Financial Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and held it in 3 quarters.
Future Financial Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $124K in Q4 2021.
43 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.