Certified Advisory Corp’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-2,000	Closed	-$62K	–	827
2019 Q3	$62K	Sell	2,000 -1,926	-49%	-$57.6K	0.02%	292
2019 Q2	$118K	Buy	3,926 +15	+0.4%	+$456	0.04%	217
2019 Q1	$120K	Buy	3,911 +17	+0.4%	+$519	0.05%	200
2018 Q4	$105K	Buy	3,894 +14	+0.4%	+$432	0.05%	194
2018 Q3	$131K	Buy	3,880 +16	+0.4%	+$562	0.06%	181
2018 Q2	$138K	Buy	3,864 +18	+0.5%	+$593	0.08%	164
2018 Q1	$120K	Buy	3,846 +18	+0.5%	+$580	0.07%	177
2017 Q4	$135K	Buy	+3,828	New	+$140K	0.1%	143

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

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

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

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

Certified Advisory Corp's KBWY Position: Q4 2019 in Review

Certified Advisory Corp sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2019, closing a stake of 2,000 shares — an estimated $62K sold.

Certified Advisory Corp first reported a position in KBWY in Q4 2017 and held it in 8 quarters. The position peaked at $138K in Q2 2018. 75 funds tracked by Wall St. Rank hold KBWY as of Q4 2019.

Certified Advisory Corp reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 2,000 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2019, an estimated $62K.
Certified Advisory Corp first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's Invesco KBW Premium Yield Equity REIT ETF position peaked at $138K in Q2 2018.
75 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.