Front Row Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Front Row 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	-134	Closed	-$4K	–	979
2019 Q2	$4K	Hold	134	–	–	﹤0.01%	652
2019 Q1	$4K	Hold	134	–	–	﹤0.01%	646
2018 Q4	$4K	Hold	134	–	–	﹤0.01%	597
2018 Q3	$4	Hold	134	–	–	﹤0.01%	618
2018 Q2	$5	Sell	134 -220	-62%	-$7.25K	﹤0.01%	598
2018 Q1	$11K	Hold	354	–	–	0.01%	425
2017 Q4	$13K	Buy	+354	New	+$12.9K	0.01%	404

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

Front Row Advisors's KBWY Position: Q3 2019 in Review

Front Row Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2019, closing a stake of 134 shares — an estimated $4K sold.

Front Row Advisors first reported a position in KBWY in Q4 2017 and held it in 7 quarters. The position peaked at $13K in Q4 2017. 66 funds tracked by Wall St. Rank hold KBWY as of Q3 2019.

Front Row Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2019 after selling out during the quarter.
Front Row Advisors sold 134 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2019, an estimated $4K.
Front Row Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 7 quarters.
Front Row Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $13K in Q4 2017.
66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2019.

Based on Front Row Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.