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McClarren Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

McClarren Financial Advisors’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
Q3 		– Sell
-427
Closed -$7K – 367
2023
Q2 		$7K Buy
427
+11
+3% +$191 0.01% 271
2023
Q1 		$7K Buy
416
+9
+2% +$183 0.01% 257
2022
Q4 		$7K Buy
+407
New +$8.15K 0.01% 264

Other funds holding KBWY

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McClarren Financial Advisors's KBWY Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2023, closing a stake of 427 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in KBWY in Q4 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2023. 55 funds tracked by Wall St. Rank hold KBWY as of Q3 2023.

  • McClarren Financial Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 427 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2023, an estimated $7K.
  • McClarren Financial Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2022 and held it in 3 quarters.
  • McClarren Financial Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $7K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.