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

Money Concepts 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	-2,111	Closed	-$41.1K	–	1791
2022 Q4	$41.1K	Buy	+2,111	New	+$42.3K	﹤0.01%	1324
2022 Q2	–	Sell	-440	Closed	-$11K	–	2085
2022 Q1	$11K	Buy	+440	New	+$10.9K	﹤0.01%	1890
2021 Q1	$1K	Sell	34 -20	-37%	-$434	﹤0.01%	704
2020 Q4	$1K	Buy	+54	New	+$1.04K	﹤0.01%	649

Other funds holding KBWY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's KBWY Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2023, closing a stake of 2,111 shares — an estimated $41.1K sold.

Money Concepts Capital first reported a position in KBWY in Q4 2020 and held it in 4 quarters. The position peaked at $41.1K in Q4 2022. 57 funds tracked by Wall St. Rank hold KBWY as of Q1 2023.

Money Concepts Capital reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,111 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2023, an estimated $41.1K.
Money Concepts Capital first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 4 quarters.
Money Concepts Capital's Invesco KBW Premium Yield Equity REIT ETF position peaked at $41.1K in Q4 2022.
57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.