FBT
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Founders Bank & Trust’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$19K Hold
545
– – 0.01% 247
2014
Q3 		$17K Sell
545
-50
-8% -$1.64K 0.01% 254
2014
Q2 		$20K Hold
595
– – 0.01% 238
2014
Q1 		$19K Hold
595
– – 0.01% 239
2013
Q4 		$18K Sell
595
-80
-12% -$2.42K 0.01% 261
2013
Q3 		$20K Sell
675
-95
-12% -$2.94K 0.01% 211
2013
Q2 		$24K Buy
+770
New +$25.5K 0.01% 193

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return