Elevated Capital Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Elevated Capital Advisors’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	$1.65M	Buy	+52,735	New	+$1.63M	1.83%	15
2019 Q1	$1.91M	Buy	+110,356	New	+$3.37M	1.26%	25

Other funds holding KBWY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return

Elevated Capital Advisors's KBWY Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2019: 52,735 shares worth $1.65M. The stake represents 1.83% of the portfolio and ranks #15 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in KBWY as recently as Q1 2019.

Elevated Capital Advisors first reported a position in KBWY in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.91M in Q1 2019. 75 funds tracked by Wall St. Rank hold KBWY as of Q4 2019.

Elevated Capital Advisors held 52,735 shares of Invesco KBW Premium Yield Equity REIT ETF worth $1.65M as of Q4 2019.
Invesco KBW Premium Yield Equity REIT ETF was a new Elevated Capital Advisors position in Q4 2019.
Invesco KBW Premium Yield Equity REIT ETF made up 1.83% of Elevated Capital Advisors's portfolio in Q4 2019, its #15 holding.
Elevated Capital Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2019 and has held it in 2 quarters since.
Elevated Capital Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.91M in Q1 2019.
75 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.