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Camarda Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-1,919
Closed -$58K – 272
2019
Q2 		$58K Buy
+1,919
New +$58.4K 0.11% 65

Other funds holding KBWY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Camarda Financial Advisors's KBWY Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2019, closing a stake of 1,919 shares — an estimated $58K sold.

Camarda Financial Advisors first reported a position in KBWY in Q2 2019 and held it in 1 quarter. The position peaked at $58K in Q2 2019. 66 funds tracked by Wall St. Rank hold KBWY as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,919 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2019, an estimated $58K.
  • Camarda Financial Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $58K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.