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

Kingsview 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
Q1 		– Sell
-12,703
Closed -$326K – 947
2021
Q4 		$326K Buy
+12,703
New +$307K 0.01% 694

Other funds holding KBWY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Kingsview Wealth Management's KBWY Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 12,703 shares — an estimated $326K sold.

Kingsview Wealth Management first reported a position in KBWY in Q4 2021 and held it in 1 quarter. The position peaked at $326K in Q4 2021. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,703 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $326K.
  • Kingsview Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $326K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.