Spire Wealth Management
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1858740
MCLEAN, VA
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 | $25,991 | 1,701 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 KBWY | $26,246 | 1,701 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 KBWY | $27,130 | 1,701 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 KBWY | $26,756 | 1,701 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 KBWY | $28,389 | 1,701 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 KBWY | $30,464 | 1,701 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 KBWY | $116,071 | 5,501 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 KBWY | $98,082 | 5,501 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 KBWY | $99,293 | 5,501 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 KBWY | $111,010 | 5,501 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 KBWY | $111,726 | 6,399 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 KBWY | $114,620 | 6,382 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 KBWY | $116,878 | 6,359 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 KBWY | $123,586 | 6,341 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 KBWY | $139,409 | 6,311 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 KBWY | $160,473 | 6,298 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 KBWY | $161,475 | 6,288 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 KBWY | $145,272 | 6,278 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||