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

IMA 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
2018 Q3	–	Sell	-1,557	Closed	-$56K	–	404
2018 Q2	$56K	Buy	+1,557	New	+$51.3K	0.02%	158

Other funds holding KBWY

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IMA Advisory Services's KBWY Position: Q3 2018 in Review

IMA Advisory Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2018, closing a stake of 1,557 shares — an estimated $56K sold.

IMA Advisory Services first reported a position in KBWY in Q2 2018 and held it in 1 quarter. The position peaked at $56K in Q2 2018. 75 funds tracked by Wall St. Rank hold KBWY as of Q3 2018.

IMA Advisory Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 1,557 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2018, an estimated $56K.
IMA Advisory Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $56K in Q2 2018.
75 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.