SWA
KBWY icon

Strategies Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Strategies Wealth 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
2024
Q2 		– Sell
-129,587
Closed -$2.34M – 97
2024
Q1 		$2.34M Hold
129,587
– – 0.36% 32
2023
Q4 		$2.62M Hold
129,587
– – 0.45% 28
2023
Q3 		$2.26M Hold
129,587
– – 0.44% 30
2023
Q2 		$2.33M Hold
129,587
– – 0.48% 28
2023
Q1 		$2.38M Hold
129,587
– – 0.52% 27
2022
Q4 		$2.53M Buy
+129,587
New +$2.59M 0.62% 25
2022
Q2 		$2.86M Buy
129,587
+45,788
+55% +$1.06M 0.82% 20
2022
Q1 		$2.14M Hold
83,799
– – 0.57% 27
2021
Q4 		$2.15M Buy
+83,799
New +$2.03M 0.6% 28

Other funds holding KBWY

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TC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return