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

IHT 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 Q3	–	Sell	-12,923	Closed	-$285K	–	893
2022 Q2	$285K	Buy	12,923 +1,488	+13%	+$34.5K	0.03%	543
2022 Q1	$291K	Sell	11,435 -1,007	-8%	-$24.9K	0.02%	577
2021 Q4	$320K	Buy	+12,442	New	+$301K	0.02%	581
2018 Q2	–	Sell	-575	Closed	-$18K	–	924
2018 Q1	$18K	Hold	575	–	–	﹤0.01%	1017
2017 Q4	$20K	Hold	575	–	–	0.01%	989
2017 Q3	$22K	Hold	575	–	–	0.01%	748
2017 Q2	$1.27K	Buy	+575	New	+$21.6K	0.61%	29

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACM

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

IHT Wealth Management's KBWY Position: Q3 2022 in Review

IHT Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2022, closing a stake of 12,923 shares — an estimated $285K sold.

IHT Wealth Management first reported a position in KBWY in Q2 2017 and held it in 7 quarters. The position peaked at $320K in Q4 2021. 61 funds tracked by Wall St. Rank hold KBWY as of Q3 2022.

IHT Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2022 after selling out during the quarter.
IHT Wealth Management sold 12,923 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2022, an estimated $285K.
IHT Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2017 and held it in 7 quarters.
IHT Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $320K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.