EverSource Wealth Advisors, LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in KBWY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $5,500 | 360 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 KBWY | $5,554 | 360 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 KBWY | $5,742 | 360 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 KBWY | $5,662 | 360 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 KBWY | $6,008 | 360 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 KBWY | $18,089 | 1,010 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 KBWY | $7,596 | 360 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 KBWY | $17,723 | 994 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 KBWY | $24,078 | 1,334 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 KBWY | $26,920 | 1,334 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 KBWY | $37,923 | 2,172 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 KBWY | $39,009 | 2,172 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 KBWY | $39,921 | 2,172 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 KBWY | $57,261 | 2,938 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 KBWY | $77,644 | 4,093 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 KBWY | $90,414 | 4,093 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 KBWY | $104,289 | 4,093 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 KBWY | $39,495 | 1,538 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||