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Arkadios Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-6,000
Closed -$99.4K – 1058
2020
Q1 		$99.4K Hold
6,000
– – 0.06% 237
2019
Q4 		$188K Buy
+6,000
New +$186K 0.11% 160

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Arkadios Wealth Advisors's KBWY Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2020, closing a stake of 6,000 shares — an estimated $99.4K sold.

Arkadios Wealth Advisors first reported a position in KBWY in Q4 2019 and held it in 2 quarters. The position peaked at $188K in Q4 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6,000 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2020, an estimated $99.4K.
  • Arkadios Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $188K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.