Strategies Wealth Advisors, LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1976435
GRAND RAPIDS, MI
All Filings in KBWY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 KBWY | $2,339,045 | 129,587 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 KBWY | $2,615,065 | 129,587 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 KBWY | $2,262,589 | 129,587 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 KBWY | $2,327,382 | 129,587 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 KBWY | $2,381,809 | 129,587 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 KBWY | $2,525,650 | 129,587 | Shares | Sole | 2023-06-27 | |
| 2022-06-30 KBWY | $2,862,576 | 129,587 | Shares | Sole | 2023-06-27 | |
| 2022-03-31 KBWY | $2,135,198 | 83,799 | Shares | Sole | 2023-06-27 | |
| 2021-12-31 KBWY | $2,151,958 | 83,799 | Shares | Sole | 2023-06-26 | |
| No filing history on record for this holder in this stock. | ||||||