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Southland Equity Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Southland Equity Partners’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
Q1 		– Sell
-8,688
Closed -$223K – 183
2021
Q4 		$223K Buy
+8,688
New +$210K 0.09% 157

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Ameriprise
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Wells Fargo
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Southland Equity Partners's KBWY Position: Q1 2022 in Review

Southland Equity Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 8,688 shares — an estimated $223K sold.

Southland Equity Partners first reported a position in KBWY in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

  • Southland Equity Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Southland Equity Partners sold 8,688 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $223K.
  • Southland Equity Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and held it in 1 quarter.
  • Southland Equity Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $223K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on Southland Equity Partners's 13F filing for Q1 2022, filed 2 Jan 2024.