Financial Architects (New Jersey)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-573	Closed	-$11K	–	530
2020 Q2	$11K	Buy	573 +20	+4%	+$363	﹤0.01%	632
2020 Q1	$9K	Buy	553 +11	+2%	+$294	﹤0.01%	639
2019 Q4	$17K	Buy	542 +8	+1%	+$248	﹤0.01%	597
2019 Q3	$17K	Buy	534 +8	+2%	+$239	﹤0.01%	629
2019 Q2	$16K	Buy	526 +8	+2%	+$243	﹤0.01%	781
2019 Q1	$16K	Buy	518 +9	+2%	+$275	﹤0.01%	965
2018 Q4	$14K	Buy	509 +8	+2%	+$247	﹤0.01%	911
2018 Q3	$17K	Buy	501 +8	+2%	+$281	﹤0.01%	967
2018 Q2	$18K	Buy	493 +9	+2%	+$296	﹤0.01%	833
2018 Q1	$15K	Buy	484 +10	+2%	+$322	﹤0.01%	968
2017 Q4	$17K	Buy	474 +9	+2%	+$329	﹤0.01%	1013
2017 Q3	$17K	Buy	465 +7	+2%	+$258	﹤0.01%	996
2017 Q2	$17K	Buy	458 +8	+2%	+$300	﹤0.01%	1002
2017 Q1	$17K	Buy	450 +7	+2%	+$262	﹤0.01%	983
2016 Q4	$17K	Buy	443 +133	+43%	+$4.7K	﹤0.01%	876
2016 Q3	$11K	Buy	310 +5	+2%	+$185	﹤0.01%	982
2016 Q2	$11K	Buy	305 +5	+2%	+$167	﹤0.01%	951
2016 Q1	$10K	Buy	+300	New	+$8.82K	﹤0.01%	752

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

SCM

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

Financial Architects (New Jersey)'s KBWY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2020, closing a stake of 573 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in KBWY in Q1 2016 and held it in 18 quarters. The position peaked at $18K in Q2 2018. 53 funds tracked by Wall St. Rank hold KBWY as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 573 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2020, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2016 and held it in 18 quarters.
Financial Architects (New Jersey)'s Invesco KBW Premium Yield Equity REIT ETF position peaked at $18K in Q2 2018.
53 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.