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Prospera Financial Services’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Prospera Financial 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
Q1 		– Sell
-7,340
Closed -$260K – 454
2017
Q4 		$260K Sell
7,340
-2,883
-28% -$105K 0.04% 337
2017
Q3 		$383K Buy
10,223
+3,853
+60% +$142K 0.06% 280
2017
Q2 		$237K Buy
+6,370
New +$239K 0.04% 356

Other funds holding KBWY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's KBWY Position: Q1 2018 in Review

Prospera Financial Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2018, closing a stake of 7,340 shares — an estimated $260K sold.

Prospera Financial Services first reported a position in KBWY in Q2 2017 and held it in 3 quarters. The position peaked at $383K in Q3 2017. 59 funds tracked by Wall St. Rank hold KBWY as of Q1 2018.

  • Prospera Financial Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Prospera Financial Services sold 7,340 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2018, an estimated $260K.
  • Prospera Financial Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2017 and held it in 3 quarters.
  • Prospera Financial Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $383K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2018.

Based on Prospera Financial Services's 13F filing for Q1 2018, filed 12 Apr 2018.