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

Burt 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
2017
Q3 		– Sell
-150
Closed -$5K – 374
2017
Q2 		$5K Buy
+150
New +$5.63K ﹤0.01% 333

Other funds holding KBWY

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Burt Wealth Advisors's KBWY Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2017, closing a stake of 150 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in KBWY in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 53 funds tracked by Wall St. Rank hold KBWY as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 150 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2017, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2017 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $5K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.