Safeguard Investment Advisory Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Safeguard Investment Advisory 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
2022 Q4	–	Sell	-10,173	Closed	-$192K	–	99
2022 Q3	$192K	Sell	10,173 -464	-4%	-$10.4K	0.13%	87
2022 Q2	$271K	Hold	10,637	–	–	0.17%	75
2022 Q1	$271K	Sell	10,637 -415	-4%	-$10.2K	0.18%	67
2021 Q4	$283K	Buy	11,052 +67	+0.6%	+$1.62K	0.17%	77
2021 Q3	$254K	Sell	10,985 -252	-2%	-$5.96K	0.16%	76
2021 Q2	$259K	Sell	11,237 -203	-2%	-$4.67K	0.18%	74
2021 Q1	$256K	Buy	11,440 +313	+3%	+$6.79K	0.23%	65
2020 Q4	$230K	Buy	+11,127	New	+$215K	0.2%	69

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Safeguard Investment Advisory Group's KBWY Position: Q4 2022 in Review

Safeguard Investment Advisory Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2022, closing a stake of 10,173 shares — an estimated $192K sold.

Safeguard Investment Advisory Group first reported a position in KBWY in Q4 2020 and held it in 8 quarters. The position peaked at $283K in Q4 2021. 66 funds tracked by Wall St. Rank hold KBWY as of Q4 2022.

Safeguard Investment Advisory Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 10,173 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2022, an estimated $192K.
Safeguard Investment Advisory Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 8 quarters.
Safeguard Investment Advisory Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $283K in Q4 2021.
66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2022, filed 26 Jan 2023.