First Allied Advisory Services’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-1,755	Closed	-$56K	–	1429
2019 Q3	$56K	Buy	+1,755	New	+$52.5K	﹤0.01%	1336
2018 Q1	–	Sell	-2,921	Closed	-$103K	–	1330
2017 Q4	$103K	Buy	+2,921	New	+$107K	﹤0.01%	1195

Other funds holding KBWY

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

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

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

First Allied Advisory Services's KBWY Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2019, closing a stake of 1,755 shares — an estimated $56K sold.

First Allied Advisory Services first reported a position in KBWY in Q4 2017 and held it in 2 quarters. The position peaked at $103K in Q4 2017. 75 funds tracked by Wall St. Rank hold KBWY as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,755 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2019, an estimated $56K.
First Allied Advisory Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $103K in Q4 2017.
75 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.