Cetera Advisor Networks’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-1,775	Closed	-$34K	–	2171
2020 Q2	$34K	Buy	+1,775	New	+$32.2K	﹤0.01%	2112
2020 Q1	–	Sell	-15,648	Closed	-$484K	–	1196
2019 Q4	$484K	Sell	15,648 -7,395	-32%	-$229K	0.01%	757
2019 Q3	$712K	Sell	23,043 -90	-0.4%	-$2.69K	0.02%	576
2019 Q2	$695K	Buy	23,133 +6,893	+42%	+$210K	0.02%	575
2019 Q1	$495K	Sell	16,240 -1,180	-7%	-$36.1K	0.02%	670
2018 Q4	$465K	Sell	17,420 -1,939	-10%	-$59.8K	0.02%	604
2018 Q3	$659K	Buy	+19,359	New	+$680K	0.02%	542

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SCM

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

Cetera Advisor Networks's KBWY Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2020, closing a stake of 1,775 shares — an estimated $34K sold.

Cetera Advisor Networks first reported a position in KBWY in Q3 2018 and held it in 7 quarters. The position peaked at $712K in Q3 2019. 53 funds tracked by Wall St. Rank hold KBWY as of Q3 2020.

Cetera Advisor Networks reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 1,775 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2020, an estimated $34K.
Cetera Advisor Networks first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2018 and held it in 7 quarters.
Cetera Advisor Networks's Invesco KBW Premium Yield Equity REIT ETF position peaked at $712K in Q3 2019.
53 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.