IFP Advisors’s Invesco Wilshire US REIT ETF WREI Stock Holding History

IFP Advisors’s Portfolio WREI Stock Details WREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-215	Closed	-$10K	–	4143
2018 Q2	$10K	Hold	215	–	–	﹤0.01%	2932
2018 Q1	$10K	Hold	215	–	–	﹤0.01%	2817
2017 Q4	$10K	Hold	215	–	–	﹤0.01%	2860
2017 Q3	$10K	Hold	215	–	–	﹤0.01%	3061
2017 Q2	$10K	Hold	215	–	–	﹤0.01%	3057
2017 Q1	$10K	Buy	+215	New	+$10.1K	﹤0.01%	2956

Other funds holding WREI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IFP Advisors's WREI Position: Q3 2018 in Review

IFP Advisors sold out of Invesco Wilshire US REIT ETF (WREI) in Q3 2018, closing a stake of 215 shares — an estimated $10K sold.

IFP Advisors first reported a position in WREI in Q1 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 11 funds tracked by Wall St. Rank hold WREI as of Q3 2018.

IFP Advisors reported no remaining Invesco Wilshire US REIT ETF position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 215 Invesco Wilshire US REIT ETF shares in Q3 2018, an estimated $10K.
IFP Advisors first reported a position in Invesco Wilshire US REIT ETF in Q1 2017 and held it in 6 quarters.
IFP Advisors's Invesco Wilshire US REIT ETF position peaked at $10K in Q2 2018.
11 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.