Venturi Wealth Management »

Invesco Kbw Premium Yield Equity Reit Etf etf shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Invesco Kbw Premium Yield Equity Reit Etf etf (KBWY) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Invesco Kbw Premium Yield Equity Reit Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Kbw Premium Yield Equity Reit Etf etf held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Kbw Premium Yield Equity Reit Etf etf by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 50 20.18
2023-06-30 $898 50 17.96
2018-06-30 $493k 14k 34.66

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding Invesco Kbw Premium Yield Equity Reit Etf etf

Bessemer
TAP Consulting
Strategies Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
United Capital Financial Advisers
Anfield Capital Management
Orion Portfolio Solutions
Clear Creek Financial Management
Citadel Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Lee Munder Capital Group
Raymond James & Associates

View all funds holding Invesco Kbw Premium Yield Equity Reit Etf etf