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International Assets Investment Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

International Assets Investment 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
Q3 		– Sell
-100
Closed -$1.78K – 2261
2024
Q2 		$1.78K Buy
+100
New +$1.75K ﹤0.01% 2024

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

International Assets Investment Management's KBWY Position: Q3 2024 in Review

International Assets Investment Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2024, closing a stake of 100 shares — an estimated $1.78K sold.

International Assets Investment Management first reported a position in KBWY in Q2 2024 and held it in 1 quarter. The position peaked at $1.78K in Q2 2024. 47 funds tracked by Wall St. Rank hold KBWY as of Q3 2024.

  • International Assets Investment Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 100 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2024, an estimated $1.78K.
  • International Assets Investment Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.78K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.