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

IFP Advisors’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
2023
Q1 		– Sell
-175
Closed -$6K – 3953
2022
Q4 		$6K Hold
175
– – ﹤0.01% 3701
2022
Q3 		$6K Hold
175
– – ﹤0.01% 3942
2022
Q2 		$6K Hold
175
– – ﹤0.01% 3696
2022
Q1 		$6K Buy
+175
New +$4.32K ﹤0.01% 3696
2019
Q4 		– Sell
-300
Closed -$9.3K – 2986
2019
Q3 		$9K Buy
+300
New +$8.97K ﹤0.01% 2126
2019
Q1 		$93K Buy
3,061
+2,761
+920% +$84.4K 0.01% 716
2018
Q4 		$8K Sell
300
-86
-22% -$2.65K ﹤0.01% 2621
2018
Q3 		$13K Sell
386
-3,136
-89% -$110K ﹤0.01% 2699
2018
Q2 		$126K Sell
3,522
-559
-14% -$18.4K 0.01% 1349
2018
Q1 		$145K Hold
4,081
– – 0.01% 1155
2017
Q4 		$145K Sell
4,081
-1,075
-21% -$39.3K 0.01% 1161
2017
Q3 		$193K Buy
5,156
+256
+5% +$9.45K 0.01% 1167
2017
Q2 		$183K Buy
4,900
+31
+0.6% +$1.16K 0.01% 1174
2017
Q1 		$184K Buy
4,869
+29
+0.6% +$1.09K 0.01% 1158
2016
Q4 		$182K Buy
4,840
+2,949
+156% +$104K 0.01% 1104
2016
Q3 		$68K Buy
1,891
+1,745
+1,195% +$64.7K ﹤0.01% 1610
2016
Q2 		$5K Sell
146
-2,915
-95% -$97.2K ﹤0.01% 3150
2016
Q1 		$93K Buy
3,061
+2,915
+1,997% +$85.7K 0.01% 716
2015
Q4 		$4K Buy
+146
New +$4.52K ﹤0.01% 3075

Other funds holding KBWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 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

IFP Advisors's KBWY Position: Q1 2023 in Review

IFP Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2023, closing a stake of 175 shares — an estimated $6K sold.

IFP Advisors first reported a position in KBWY in Q4 2015 and held it in 19 quarters. The position peaked at $193K in Q3 2017. 57 funds tracked by Wall St. Rank hold KBWY as of Q1 2023.

  • IFP Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 175 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2023, an estimated $6K.
  • IFP Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $193K in Q3 2017.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.