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

NewEdge 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
Q4 		– Sell
-293
Closed -$5.12K – 3822
2023
Q3 		$5.12K Hold
293
– – ﹤0.01% 2805
2023
Q2 		$5.26K Hold
293
– – ﹤0.01% 2795
2023
Q1 		$5.38K Hold
293
– – ﹤0.01% 2753
2022
Q4 		$6 Buy
+293
New +$5.87K ﹤0.01% 3780
2017
Q3 		– Sell
-523
Closed -$19K – 764
2017
Q2 		$19K Buy
+523
New +$19.6K ﹤0.01% 756

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's KBWY Position: Q4 2023 in Review

NewEdge Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2023, closing a stake of 293 shares — an estimated $5.12K sold.

NewEdge Advisors first reported a position in KBWY in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q2 2017. 56 funds tracked by Wall St. Rank hold KBWY as of Q4 2023.

  • NewEdge Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 293 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2023, an estimated $5.12K.
  • NewEdge Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2017 and held it in 5 quarters.
  • NewEdge Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $19K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.