Anchor Investment Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Anchor Investment Management’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
2020 Q4	–	Sell	-1,456	Closed	-$25.5K	–	941
2020 Q3	$25.5K	Hold	1,456	–	–	0.01%	534
2020 Q2	$28K	Sell	1,456 -84	-5%	-$1.52K	0.01%	509
2020 Q1	$25.5K	Hold	1,540	–	–	0.01%	510
2019 Q4	$48.1K	Buy	1,540 +84	+6%	+$2.6K	0.01%	467
2019 Q3	$45.5K	Hold	1,456	–	–	0.01%	467
2019 Q2	$43.8K	Hold	1,456	–	–	0.01%	475
2019 Q1	$44.7K	Hold	1,456	–	–	0.01%	457
2018 Q4	$39.2K	Buy	1,456 +183	+14%	+$5.64K	0.01%	471
2018 Q3	$43.1K	Hold	1,273	–	–	0.01%	498
2018 Q2	$45.5K	Hold	1,273	–	–	0.01%	493
2018 Q1	$39.7K	Hold	1,273	–	–	0.01%	509
2017 Q4	$45.1K	Hold	1,273	–	–	0.01%	482
2017 Q3	$47.7K	Buy	+1,273	New	+$47K	0.01%	452

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

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

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

Anchor Investment Management's KBWY Position: Q4 2020 in Review

Anchor Investment Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2020, closing a stake of 1,456 shares — an estimated $25.5K sold.

Anchor Investment Management first reported a position in KBWY in Q3 2017 and held it in 13 quarters. The position peaked at $48.1K in Q4 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q4 2020.

Anchor Investment Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 1,456 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2020, an estimated $25.5K.
Anchor Investment Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2017 and held it in 13 quarters.
Anchor Investment Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $48.1K in Q4 2019.
56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.