MGO One Seven’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

MGO One Seven’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	-6,786	Closed	-$211K	–	431
2019 Q4	$211K	Hold	6,786	–	–	0.06%	400
2019 Q3	$212K	Hold	6,786	–	–	0.06%	391
2019 Q2	$203K	Hold	6,786	–	–	0.07%	368
2019 Q1	$208K	Hold	6,786	–	–	0.07%	370
2018 Q4	$182K	Hold	6,786	–	–	0.08%	289
2018 Q3	$229K	Buy	+6,786	New	+$238K	0.11%	273
2018 Q1	$212K	Hold	6,786	–	–	0.1%	250
2017 Q4	$240K	Buy	+6,786	New	+$248K	0.11%	219

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGO One Seven's KBWY Position: Q1 2020 in Review

MGO One Seven sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2020, closing a stake of 6,786 shares — an estimated $211K sold.

MGO One Seven first reported a position in KBWY in Q4 2017 and held it in 8 quarters. The position peaked at $240K in Q4 2017. 56 funds tracked by Wall St. Rank hold KBWY as of Q1 2020.

MGO One Seven reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2020 after selling out during the quarter.
MGO One Seven sold 6,786 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2020, an estimated $211K.
MGO One Seven first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 8 quarters.
MGO One Seven's Invesco KBW Premium Yield Equity REIT ETF position peaked at $240K in Q4 2017.
56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2020.

Based on MGO One Seven's 13F filing for Q1 2020, filed 17 Apr 2020.