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

Peak 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
2021
Q4 		– Sell
-12,160
Closed -$281K – 88
2021
Q3 		$281K Buy
12,160
+3,142
+35% +$74.4K 0.25% 58
2021
Q2 		$208K Buy
+9,018
New +$208K 0.18% 69

Other funds holding KBWY

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Financial Advisors's KBWY Position: Q4 2021 in Review

Peak Financial Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2021, closing a stake of 12,160 shares — an estimated $281K sold.

Peak Financial Advisors first reported a position in KBWY in Q2 2021 and held it in 2 quarters. The position peaked at $281K in Q3 2021. 72 funds tracked by Wall St. Rank hold KBWY as of Q4 2021.

  • Peak Financial Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 12,160 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2021, an estimated $281K.
  • Peak Financial Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $281K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.