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Claraphi Advisory Network’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Claraphi Advisory Network’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
Q4 		– Sell
-10,765
Closed -$189K – 294
2020
Q3 		$189K Buy
+10,765
New +$199K 0.07% 230
2020
Q2 		– Sell
-252
Closed -$4K – 772
2020
Q1 		$4K Buy
+252
New +$6.74K ﹤0.01% 920

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claraphi Advisory Network's KBWY Position: Q4 2020 in Review

Claraphi Advisory Network sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2020, closing a stake of 10,765 shares — an estimated $189K sold.

Claraphi Advisory Network first reported a position in KBWY in Q1 2020 and held it in 2 quarters. The position peaked at $189K in Q3 2020. 56 funds tracked by Wall St. Rank hold KBWY as of Q4 2020.

  • Claraphi Advisory Network reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 10,765 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2020, an estimated $189K.
  • Claraphi Advisory Network first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2020 and held it in 2 quarters.
  • Claraphi Advisory Network's Invesco KBW Premium Yield Equity REIT ETF position peaked at $189K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2020.

Based on Claraphi Advisory Network's 13F filing for Q4 2020, filed 5 Feb 2021.