MFG
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Merit Financial Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Merit Financial Group’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
2020
Q1 		– Sell
-9,204
Closed -$287K – 236
2019
Q4 		$287K Buy
+9,204
New +$285K 0.03% 194

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Merit Financial Group's KBWY Position: Q1 2020 in Review

Merit Financial Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2020, closing a stake of 9,204 shares — an estimated $287K sold.

Merit Financial Group first reported a position in KBWY in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q1 2020.

  • Merit Financial Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Merit Financial Group sold 9,204 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2020, an estimated $287K.
  • Merit Financial Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 1 quarter.
  • Merit Financial Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $287K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2020.

Based on Merit Financial Group's 13F filing for Q1 2020, filed 5 May 2020.