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

WealthShield 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
2021 Q3	–	Sell	-3,771	Closed	-$87K	–	493
2021 Q2	$87K	Sell	3,771 -2,370	-39%	-$54.5K	0.01%	382
2021 Q1	$138K	Buy	+6,141	New	+$133K	0.02%	303
2020 Q4	–	Sell	-10,912	Closed	-$191K	–	355
2020 Q3	$191K	Buy	10,912 +10,493	+2,504%	+$194K	0.07%	245
2020 Q2	$8K	Buy	+419	New	+$7.6K	﹤0.01%	296

Other funds holding KBWY

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthShield Partners's KBWY Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2021, closing a stake of 3,771 shares — an estimated $87K sold.

WealthShield Partners first reported a position in KBWY in Q2 2020 and held it in 4 quarters. The position peaked at $191K in Q3 2020. 65 funds tracked by Wall St. Rank hold KBWY as of Q3 2021.

WealthShield Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 3,771 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2021, an estimated $87K.
WealthShield Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2020 and held it in 4 quarters.
WealthShield Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $191K in Q3 2020.
65 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.