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West Wealth Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

West Wealth 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
2023
Q4 		– Sell
-11,630
Closed -$203K – 87
2023
Q3 		$203K Sell
11,630
-277
-2% -$5.19K 0.09% 71
2023
Q2 		$214K Buy
+11,907
New +$207K 0.09% 67

Other funds holding KBWY

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

West Wealth Group's KBWY Position: Q4 2023 in Review

West Wealth Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2023, closing a stake of 11,630 shares — an estimated $203K sold.

West Wealth Group first reported a position in KBWY in Q2 2023 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 56 funds tracked by Wall St. Rank hold KBWY as of Q4 2023.

  • West Wealth Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2023 after selling out during the quarter.
  • West Wealth Group sold 11,630 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2023, an estimated $203K.
  • West Wealth Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2023 and held it in 2 quarters.
  • West Wealth Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $214K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2023.

Based on West Wealth Group's 13F filing for Q4 2023, filed 18 Jan 2024.