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Laffer Tengler Investments’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Laffer Tengler Investments’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
Q4 		– Sell
-39
Closed -$739 – 447
2022
Q3 		$739 Buy
+39
New +$871 ﹤0.01% 400

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Laffer Tengler Investments's KBWY Position: Q4 2022 in Review

Laffer Tengler Investments sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2022, closing a stake of 39 shares — an estimated $739 sold.

Laffer Tengler Investments first reported a position in KBWY in Q3 2022 and held it in 1 quarter. The position peaked at $739 in Q3 2022. 66 funds tracked by Wall St. Rank hold KBWY as of Q4 2022.

  • Laffer Tengler Investments reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 39 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2022, an estimated $739.
  • Laffer Tengler Investments first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2022 and held it in 1 quarter.
  • Laffer Tengler Investments's Invesco KBW Premium Yield Equity REIT ETF position peaked at $739 in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2022.

Based on Laffer Tengler Investments's 13F filing for Q4 2022, filed 10 Feb 2023.