Simplicity Solutions’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Simplicity Solutions’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	-25,519	Closed	-$796K	–	825
2019 Q4	$796K	Buy	25,519 +16,128	+172%	+$500K	0.02%	437
2019 Q3	$293K	Buy	+9,391	New	+$281K	0.01%	554
2019 Q2	–	Sell	-81,828	Closed	-$2.51M	–	772
2019 Q1	$2.51M	Sell	81,828 -7,458	-8%	-$228K	0.15%	128
2018 Q4	$2.41M	Buy	+89,286	New	+$2.75M	0.31%	85

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

Simplicity Solutions's KBWY Position: Q1 2020 in Review

Simplicity Solutions sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2020, closing a stake of 25,519 shares — an estimated $796K sold.

Simplicity Solutions first reported a position in KBWY in Q4 2018 and held it in 4 quarters. The position peaked at $2.51M in Q1 2019. 56 funds tracked by Wall St. Rank hold KBWY as of Q1 2020.

Simplicity Solutions reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 25,519 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2020, an estimated $796K.
Simplicity Solutions first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2018 and held it in 4 quarters.
Simplicity Solutions's Invesco KBW Premium Yield Equity REIT ETF position peaked at $2.51M in Q1 2019.
56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.