Legacy Financial Group (Iowa)
KBWY icon

Legacy Financial Group (Iowa)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Legacy Financial Group (Iowa)’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
-14,754
Closed -$326K – 39
2022
Q2 		$326K Sell
14,754
-2,041
-12% -$47.4K 0.1% 39
2022
Q1 		$428K Buy
+16,795
New +$415K 0.13% 41
2021
Q4 		– Sell
-17,050
Closed -$395K – 47
2021
Q3 		$395K Buy
17,050
+1,153
+7% +$27.3K 0.12% 52
2021
Q2 		$367K Sell
15,897
-842
-5% -$19.4K 0.11% 63
2021
Q1 		$375K Sell
16,739
-628
-4% -$13.6K 0.13% 55
2020
Q4 		$360K Buy
+17,367
New +$335K 0.14% 52

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
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
MML Investors Services
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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Susquehanna International Group
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

Legacy Financial Group (Iowa)'s KBWY Position: Q3 2022 in Review

Legacy Financial Group (Iowa) sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2022, closing a stake of 14,754 shares — an estimated $326K sold.

Legacy Financial Group (Iowa) first reported a position in KBWY in Q4 2020 and held it in 6 quarters. The position peaked at $428K in Q1 2022. 61 funds tracked by Wall St. Rank hold KBWY as of Q3 2022.

  • Legacy Financial Group (Iowa) reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 14,754 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2022, an estimated $326K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 6 quarters.
  • Legacy Financial Group (Iowa)'s Invesco KBW Premium Yield Equity REIT ETF position peaked at $428K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2022.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2022, filed 13 Oct 2022.