AJ Wealth Strategies’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

AJ Wealth Strategies’s Portfolio KBWY Stock Details KBWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,386	Closed	-$419K	–	103
2018 Q3	$419K	Sell	12,386 -6,861	-36%	-$241K	0.08%	69
2018 Q2	$688K	Buy	19,247 +1,337	+7%	+$44K	0.14%	53
2018 Q1	$559K	Buy	+17,910	New	+$577K	0.13%	55

Other funds holding KBWY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AJ Wealth Strategies's KBWY Position: Q4 2018 in Review

AJ Wealth Strategies sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2018, closing a stake of 12,386 shares — an estimated $419K sold.

AJ Wealth Strategies first reported a position in KBWY in Q1 2018 and held it in 3 quarters. The position peaked at $688K in Q2 2018. 69 funds tracked by Wall St. Rank hold KBWY as of Q4 2018.

AJ Wealth Strategies reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2018 after selling out during the quarter.
AJ Wealth Strategies sold 12,386 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2018, an estimated $419K.
AJ Wealth Strategies first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2018 and held it in 3 quarters.
AJ Wealth Strategies's Invesco KBW Premium Yield Equity REIT ETF position peaked at $688K in Q2 2018.
69 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2018.

Based on AJ Wealth Strategies's 13F filing for Q4 2018, filed 14 Feb 2019.