BRWM
KBWY icon

B. Riley Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

B. Riley Wealth 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
-77,842
Closed -$1.36M – 432
2020
Q3 		$1.36M Sell
77,842
-250
-0.3% -$4.63K 0.16% 119
2020
Q2 		$1.5M Sell
78,092
-333
-0.4% -$6.04K 0.16% 126
2020
Q1 		$1.3M Buy
78,425
+333
+0.4% +$8.91K 0.14% 143
2019
Q4 		$2.44M Buy
+78,092
New +$2.42M 0.37% 63

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Management's KBWY Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2020, closing a stake of 77,842 shares — an estimated $1.36M sold.

B. Riley Wealth Management first reported a position in KBWY in Q4 2019 and held it in 4 quarters. The position peaked at $2.44M in Q4 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 77,842 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2020, an estimated $1.36M.
  • B. Riley Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 4 quarters.
  • B. Riley Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $2.44M in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.