Rowland Carmichael Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Rowland Carmichael 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
2019 Q2	–	Sell	-1,400	Closed	-$43K	–	338
2019 Q1	$43K	Hold	1,400	–	–	0.02%	283
2018 Q4	$38K	Hold	1,400	–	–	0.02%	260
2018 Q3	$47K	Hold	1,400	–	–	0.02%	306
2018 Q2	$50K	Buy	+1,400	New	+$46.1K	0.02%	311

Other funds holding KBWY

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

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

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

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

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

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

Rowland Carmichael Advisors's KBWY Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2019, closing a stake of 1,400 shares — an estimated $43K sold.

Rowland Carmichael Advisors first reported a position in KBWY in Q2 2018 and held it in 4 quarters. The position peaked at $50K in Q2 2018. 66 funds tracked by Wall St. Rank hold KBWY as of Q2 2019.

Rowland Carmichael Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 1,400 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2019, an estimated $43K.
Rowland Carmichael Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2018 and held it in 4 quarters.
Rowland Carmichael Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $50K in Q2 2018.
66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.