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Regal Investment Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Regal Investment 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
2020
Q1 		– Sell
-6,753
Closed -$211K – 185
2019
Q4 		$211K Buy
+6,753
New +$209K 0.04% 309
2019
Q3 		– Sell
-7,827
Closed -$235K – 327
2019
Q2 		$235K Sell
7,827
-10,037
-56% -$305K 0.05% 283
2019
Q1 		$548K Buy
17,864
+143
+0.8% +$4.37K 0.11% 177
2018
Q4 		$478K Buy
17,721
+282
+2% +$8.7K 0.1% 186
2018
Q3 		$590K Buy
17,439
+4,250
+32% +$149K 0.12% 171
2018
Q2 		$471K Sell
13,189
-3,123
-19% -$103K 0.14% 167
2018
Q1 		$509K Sell
16,312
-4,366
-21% -$141K 0.11% 172
2017
Q4 		$732K Buy
20,678
+1,618
+8% +$59.2K 0.16% 144
2017
Q3 		$715K Buy
19,060
+1,518
+9% +$56K 0.17% 148
2017
Q2 		$653K Buy
17,542
+983
+6% +$36.9K 0.16% 146
2017
Q1 		$624K Buy
+16,559
New +$620K 0.16% 151
2015
Q4 		– Sell
-250
Closed -$7K – 602
2015
Q3 		$7K Hold
250
– – ﹤0.01% 759
2015
Q2 		$7K Buy
+250
New +$8.34K ﹤0.01% 702
2015
Q1 		– Sell
-250
Closed -$9K – 1005
2014
Q4 		$9K Buy
+250
New +$8.39K ﹤0.01% 650

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

Regal Investment Advisors's KBWY Position: Q1 2020 in Review

Regal Investment Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2020, closing a stake of 6,753 shares — an estimated $211K sold.

Regal Investment Advisors first reported a position in KBWY in Q4 2014 and held it in 14 quarters. The position peaked at $732K in Q4 2017. 56 funds tracked by Wall St. Rank hold KBWY as of Q1 2020.

  • Regal Investment Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 6,753 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2020, an estimated $211K.
  • Regal Investment Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2014 and held it in 14 quarters.
  • Regal Investment Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $732K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.