Wealthcare Advisory Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-5	Closed	–	–	1237
2021 Q1	$0	Buy	+5	New	+$108	﹤0.01%	2086
2020 Q2	–	Sell	-4	Closed	–	–	886
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1546
2019 Q4	$0	Sell	4 -132	-97%	-$4.09K	﹤0.01%	1413
2019 Q3	$4K	Hold	136	–	–	﹤0.01%	1111
2019 Q2	$4K	Hold	136	–	–	﹤0.01%	1101
2019 Q1	$4K	Buy	136 +132	+3,300%	+$4.03K	﹤0.01%	999
2018 Q4	$0	Hold	4	–	–	﹤0.01%	1244
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1269
2018 Q2	$0	Hold	4	–	–	﹤0.01%	1274
2018 Q1	$0	Buy	+4	New	+$129	﹤0.01%	1171

Other funds holding KBWY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's KBWY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2021, closing a stake of 5 shares.

Wealthcare Advisory Partners first reported a position in KBWY in Q1 2018 and held it in 10 quarters. The position peaked at $4K in Q3 2019. 58 funds tracked by Wall St. Rank hold KBWY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 5 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2021.
Wealthcare Advisory Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $4K in Q3 2019.
58 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.