Ameritas Investment Company’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-863	Closed	-$19.3K	–	1435
2021 Q1	$19.3K	Buy	+863	New	+$18.7K	﹤0.01%	1309
2020 Q2	–	Sell	-2,975	Closed	-$49K	–	1017
2020 Q1	$49K	Sell	2,975 -512	-15%	-$13.7K	0.01%	707
2019 Q4	$109K	Buy	3,487 +116	+3%	+$3.6K	0.02%	451
2019 Q3	$105K	Buy	+3,371	New	+$101K	0.02%	468
2019 Q1	–	Sell	-3,442	Closed	-$93K	–	1436
2018 Q4	$93K	Buy	+3,442	New	+$106K	0.02%	443

Other funds holding KBWY

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameritas Investment Company's KBWY Position: Q2 2021 in Review

Ameritas Investment Company sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2021, closing a stake of 863 shares — an estimated $19.3K sold.

Ameritas Investment Company first reported a position in KBWY in Q4 2018 and held it in 5 quarters. The position peaked at $109K in Q4 2019. 58 funds tracked by Wall St. Rank hold KBWY as of Q2 2021.

Ameritas Investment Company reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 863 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2021, an estimated $19.3K.
Ameritas Investment Company first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's Invesco KBW Premium Yield Equity REIT ETF position peaked at $109K in Q4 2019.
58 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.