SeaCrest Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-78	Closed	-$2K	–	2186
2018 Q4	$2K	Hold	78	–	–	﹤0.01%	1909
2018 Q3	$3K	Buy	+78	New	+$2.74K	﹤0.01%	1984
2018 Q2	–	Sell	-829	Closed	-$26K	–	2250
2018 Q1	$26K	Hold	829	–	–	﹤0.01%	1222
2017 Q4	$29K	Buy	+829	New	+$30.3K	0.01%	1191

Other funds holding KBWY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

SeaCrest Wealth Management's KBWY Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2019, closing a stake of 78 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in KBWY in Q4 2017 and held it in 4 quarters. The position peaked at $29K in Q4 2017. 71 funds tracked by Wall St. Rank hold KBWY as of Q1 2019.

SeaCrest Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 78 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $29K in Q4 2017.
71 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.