Petix & Botte Financial’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Petix & Botte Financial’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
2024 Q4	–	Sell	-9,784	Closed	-$206K	–	131
2024 Q3	$206K	Buy	+9,784	New	+$195K	0.06%	121
2022 Q2	–	Sell	-9,712	Closed	-$247K	–	94
2022 Q1	$247K	Buy	+9,712	New	+$240K	0.08%	102
2021 Q4	–	Sell	-12,278	Closed	-$283K	–	97
2021 Q3	$283K	Buy	+12,278	New	+$291K	0.1%	87
2020 Q3	–	Sell	-16,864	Closed	-$162K	–	86
2020 Q2	$162K	Buy	+16,864	New	+$306K	0.13%	77
2020 Q1	–	Sell	-14,094	Closed	-$438K	–	75
2019 Q4	$438K	Buy	+14,094	New	+$437K	0.34%	53

Other funds holding KBWY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

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

Petix & Botte Financial's KBWY Position: Q4 2024 in Review

Petix & Botte Financial sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2024, closing a stake of 9,784 shares — an estimated $206K sold.

Petix & Botte Financial first reported a position in KBWY in Q4 2019 and held it in 5 quarters. The position peaked at $438K in Q4 2019. 51 funds tracked by Wall St. Rank hold KBWY as of Q4 2024.

Petix & Botte Financial reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2024 after selling out during the quarter.
Petix & Botte Financial sold 9,784 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2024, an estimated $206K.
Petix & Botte Financial first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 5 quarters.
Petix & Botte Financial's Invesco KBW Premium Yield Equity REIT ETF position peaked at $438K in Q4 2019.
51 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2024.

Based on Petix & Botte Financial's 13F filing for Q4 2024, filed 21 Jan 2025.