Patriot Investment Management Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Patriot Investment Management Group’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	-1,041	Closed	-$22.6K	–	332
2022 Q4	$22.6K	Buy	+1,041	New	+$20.8K	﹤0.01%	335
2020 Q3	–	Sell	-3,642	Closed	-$70K	–	439
2020 Q2	$70K	Buy	+3,642	New	+$66.1K	0.01%	294
2019 Q2	–	Sell	-6,593	Closed	-$202K	–	217
2019 Q1	$202K	Buy	+6,593	New	+$201K	0.03%	203

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

Patriot Investment Management Group's KBWY Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2023, closing a stake of 1,041 shares — an estimated $22.6K sold.

Patriot Investment Management Group first reported a position in KBWY in Q1 2019 and held it in 3 quarters. The position peaked at $202K in Q1 2019. 57 funds tracked by Wall St. Rank hold KBWY as of Q1 2023.

Patriot Investment Management Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,041 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2023, an estimated $22.6K.
Patriot Investment Management Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2019 and held it in 3 quarters.
Patriot Investment Management Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $202K in Q1 2019.
57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.