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

Triad Wealth 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
2024
Q3 		– Sell
-3
Closed -$56 – 502
2024
Q2 		$56 Buy
+3
New +$53 ﹤0.01% 972

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TC
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FTS
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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 $530B 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 $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Triad Wealth Partners's KBWY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2024, closing a stake of 3 shares — an estimated $56 sold.

Triad Wealth Partners first reported a position in KBWY in Q2 2024 and held it in 1 quarter. The position peaked at $56 in Q2 2024. 47 funds tracked by Wall St. Rank hold KBWY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2024, an estimated $56.
  • Triad Wealth Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $56 in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.