Sutton Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Sutton Wealth 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
2018 Q4	–	Sell	-452	Closed	-$13.9K	–	1160
2018 Q3	$15.3K	Hold	452	–	–	0.01%	681
2018 Q2	$16.1K	Hold	452	–	–	0.01%	670
2018 Q1	$14.1K	Hold	452	–	–	0.01%	695
2017 Q4	$16K	Buy	452 +25	+6%	+$914	0.01%	631
2017 Q3	$16K	Hold	427	–	–	0.01%	616
2017 Q2	$15.9K	Hold	427	–	–	0.01%	607
2017 Q1	$16.1K	Hold	427	–	–	0.01%	588
2016 Q4	$16.1K	Hold	427	–	–	0.01%	563
2016 Q3	$15.3K	Hold	427	–	–	0.01%	540
2016 Q2	$15.1K	Hold	427	–	–	0.01%	519
2016 Q1	$13.9K	Buy	+427	New	+$12.6K	0.01%	533

Other funds holding KBWY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sutton Wealth Advisors's KBWY Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2018, closing a stake of 452 shares — an estimated $13.9K sold.

Sutton Wealth Advisors first reported a position in KBWY in Q1 2016 and held it in 11 quarters. The position peaked at $16.1K in Q2 2018. 69 funds tracked by Wall St. Rank hold KBWY as of Q4 2018.

Sutton Wealth Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2018 after selling out during the quarter.
Sutton Wealth Advisors sold 452 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2018, an estimated $13.9K.
Sutton Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2016 and held it in 11 quarters.
Sutton Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $16.1K in Q2 2018.
69 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.