Global Retirement Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Global Retirement Partners’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
2021 Q3	–	Sell	-298	Closed	-$7K	–	2030
2021 Q2	$7K	Hold	298	–	–	﹤0.01%	1484
2021 Q1	$7K	Hold	298	–	–	﹤0.01%	1390
2020 Q4	$6K	Hold	298	–	–	﹤0.01%	1405
2020 Q3	$5K	Hold	298	–	–	﹤0.01%	1321
2020 Q2	$6K	Hold	298	–	–	﹤0.01%	1248
2020 Q1	$5K	Hold	298	–	–	﹤0.01%	1229
2019 Q4	$9K	Hold	298	–	–	﹤0.01%	1173
2019 Q3	$9K	Hold	298	–	–	﹤0.01%	1143
2019 Q2	$9K	Hold	298	–	–	﹤0.01%	1138
2019 Q1	$9K	Hold	298	–	–	﹤0.01%	1082
2018 Q4	$8K	Hold	298	–	–	﹤0.01%	1033
2018 Q3	$10K	Hold	298	–	–	﹤0.01%	1031
2018 Q2	$11K	Hold	298	–	–	﹤0.01%	976
2018 Q1	$9K	Sell	298 -130	-30%	-$4.19K	﹤0.01%	992
2017 Q4	$15K	Hold	428	–	–	﹤0.01%	797
2017 Q3	$16K	Hold	428	–	–	0.01%	703
2017 Q2	$16K	Hold	428	–	–	0.01%	660
2017 Q1	$16K	Hold	428	–	–	0.01%	610
2016 Q4	$16K	Buy	+428	New	+$15.1K	0.01%	566

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

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

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

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

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Global Retirement Partners's KBWY Position: Q3 2021 in Review

Global Retirement Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2021, closing a stake of 298 shares — an estimated $7K sold.

Global Retirement Partners first reported a position in KBWY in Q4 2016 and held it in 19 quarters. The position peaked at $16K in Q3 2017. 65 funds tracked by Wall St. Rank hold KBWY as of Q3 2021.

Global Retirement Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 298 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2021, an estimated $7K.
Global Retirement Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2016 and held it in 19 quarters.
Global Retirement Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $16K in Q3 2017.
65 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.