Financial Management Professionals’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Financial Management Professionals’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	-560	Closed	-$17K	–	325
2019 Q2	$17K	Hold	560	–	–	0.01%	157
2019 Q1	$17K	Hold	560	–	–	0.01%	140
2018 Q4	$15K	Hold	560	–	–	0.01%	136
2018 Q3	$19K	Buy	+560	New	+$19.7K	0.01%	134

Other funds holding KBWY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Management Professionals's KBWY Position: Q3 2019 in Review

Financial Management Professionals sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2019, closing a stake of 560 shares — an estimated $17K sold.

Financial Management Professionals first reported a position in KBWY in Q3 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 66 funds tracked by Wall St. Rank hold KBWY as of Q3 2019.

Financial Management Professionals reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2019 after selling out during the quarter.
Financial Management Professionals sold 560 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2019, an estimated $17K.
Financial Management Professionals first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2018 and held it in 4 quarters.
Financial Management Professionals's Invesco KBW Premium Yield Equity REIT ETF position peaked at $19K in Q3 2018.
66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2019.

Based on Financial Management Professionals's 13F filing for Q3 2019, filed 11 Oct 2019.