LMCG INVESTMENTS, LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1470944
BOSTON, MA
All Filings in KBWY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $1,841,362 | 120,508 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 KBWY | $1,152,790 | 74,711 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 KBWY | $1,339,672 | 83,992 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 KBWY | $1,222,771 | 77,735 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 KBWY | $981,555 | 58,811 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 KBWY | $579,316 | 32,346 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 KBWY | $441,158 | 20,908 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 KBWY | $348,594 | 19,551 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 KBWY | $282,554 | 15,654 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 KBWY | $283,448 | 14,046 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||