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Lindbrook Capital’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Lindbrook Capital’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
2023
Q1 		– Sell
-145
Closed -$2.83K – 2849
2022
Q4 		$2.83K Hold
145
– – ﹤0.01% 2081
2022
Q3 		$3K Hold
145
– – ﹤0.01% 1883
2022
Q2 		$3K Hold
145
– – ﹤0.01% 1793
2022
Q1 		$4K Hold
145
– – ﹤0.01% 1707
2021
Q4 		$4K Buy
+145
New +$3.5K ﹤0.01% 1580

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
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
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

Lindbrook Capital's KBWY Position: Q1 2023 in Review

Lindbrook Capital sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2023, closing a stake of 145 shares — an estimated $2.83K sold.

Lindbrook Capital first reported a position in KBWY in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 57 funds tracked by Wall St. Rank hold KBWY as of Q1 2023.

  • Lindbrook Capital reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 145 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2023, an estimated $2.83K.
  • Lindbrook Capital first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and held it in 5 quarters.
  • Lindbrook Capital's Invesco KBW Premium Yield Equity REIT ETF position peaked at $4K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.