Advisornet Financial’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-4,700	Closed	-$121K	–	2095
2021 Q4	$121K	Hold	4,700	–	–	0.01%	731
2021 Q3	$109K	Hold	4,700	–	–	0.01%	757
2021 Q2	$109K	Hold	4,700	–	–	0.01%	761
2021 Q1	$105K	Hold	4,700	–	–	0.01%	733
2020 Q4	$97K	Hold	4,700	–	–	0.01%	703
2020 Q3	$82K	Buy	4,700 +500	+12%	+$9.26K	0.01%	727
2020 Q2	$81K	Hold	4,200	–	–	0.01%	734
2020 Q1	$70K	Hold	4,200	–	–	0.01%	695
2019 Q4	$131K	Sell	4,200 -21,892	-84%	-$679K	0.01%	611
2019 Q3	$815K	Buy	26,092 +2,750	+12%	+$82.2K	0.07%	240
2019 Q2	$701K	Buy	23,342 +2,400	+11%	+$73K	0.08%	253
2019 Q1	$642K	Sell	20,942 -1,150	-5%	-$35.1K	0.08%	247
2018 Q4	$595K	Sell	22,092 -1,850	-8%	-$57.1K	0.08%	221
2018 Q3	$811K	Sell	23,942 -1,000	-4%	-$35.1K	0.1%	195
2018 Q2	$891K	Buy	24,942 +12,562	+101%	+$414K	0.12%	156
2018 Q1	$386K	Buy	+12,380	New	+$399K	0.05%	268

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Advisornet Financial's KBWY Position: Q1 2022 in Review

Advisornet Financial sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2022, closing a stake of 4,700 shares — an estimated $121K sold.

Advisornet Financial first reported a position in KBWY in Q1 2018 and held it in 16 quarters. The position peaked at $891K in Q2 2018. 72 funds tracked by Wall St. Rank hold KBWY as of Q1 2022.

Advisornet Financial reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 4,700 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2022, an estimated $121K.
Advisornet Financial first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2018 and held it in 16 quarters.
Advisornet Financial's Invesco KBW Premium Yield Equity REIT ETF position peaked at $891K in Q2 2018.
72 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.