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

Advisory Services 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
2026
Q2 		– Sell
-2,100
Closed -$32.1K – 3498
2026
Q1 		$32.1K Buy
+2,100
New +$33.6K ﹤0.01% 2903
2025
Q4 		– Sell
-3,838
Closed -$61.2K – 3142
2025
Q3 		$61.2K Buy
+3,838
New +$61.3K ﹤0.01% 2336
2024
Q1 		– Sell
-7,963
Closed -$161K – 2627
2023
Q4 		$161K Buy
+7,963
New +$143K ﹤0.01% 1392
2023
Q2 		– Sell
-11,213
Closed -$206K – 2608
2023
Q1 		$206K Buy
11,213
+1,107
+11% +$22.5K 0.01% 1283
2022
Q4 		$197K Sell
10,106
-690
-6% -$13.8K 0.01% 1274
2022
Q3 		$205K Hold
10,796
– – 0.01% 1189
2022
Q2 		$238K Sell
10,796
-75
-0.7% -$1.74K 0.01% 1178
2022
Q1 		$277K Sell
10,871
-185
-2% -$4.57K 0.01% 1191
2021
Q4 		$284K Sell
11,056
-955
-8% -$23.1K 0.01% 1153
2021
Q3 		$278K Sell
12,011
-2,053
-15% -$48.6K 0.01% 1134
2021
Q2 		$325K Buy
14,064
+4,599
+49% +$106K 0.01% 1047
2021
Q1 		$212K Sell
9,465
-1,339
-12% -$29.1K 0.01% 1160
2020
Q4 		$224K Sell
10,804
-3,974
-27% -$76.7K 0.01% 1021
2020
Q3 		$259K Buy
14,778
+2,683
+22% +$49.7K 0.01% 879
2020
Q2 		$232K Buy
12,095
+9,163
+313% +$166K 0.01% 885
2020
Q1 		$49K Sell
2,932
-2,882
-50% -$77.1K ﹤0.01% 1401
2019
Q4 		$181K Buy
5,814
+3,084
+113% +$95.6K 0.01% 927
2019
Q3 		$82K Hold
2,730
– – 0.01% 1146
2019
Q2 		$82K Buy
2,730
+435
+19% +$13.2K 0.01% 1144
2019
Q1 		$70K Buy
2,295
+1,480
+182% +$45.2K ﹤0.01% 1113
2018
Q4 		$22K Hold
815
– – ﹤0.01% 1450
2018
Q3 		$28K Buy
815
+30
+4% +$1.05K ﹤0.01% 1458
2018
Q2 		$28K Buy
785
+100
+15% +$3.29K ﹤0.01% 1427
2018
Q1 		$21K Buy
685
+385
+128% +$12.4K ﹤0.01% 1636
2017
Q4 		$11K Sell
300
-475
-61% -$17.4K ﹤0.01% 1794
2017
Q3 		$29K Sell
775
-14,613
-95% -$539K ﹤0.01% 1288
2017
Q2 		$573K Sell
15,388
-4,750
-24% -$178K 0.07% 343
2017
Q1 		$759K Buy
+20,138
New +$755K 0.11% 254

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Services Network's KBWY Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026, closing a stake of 2,100 shares — an estimated $32.1K sold.

Advisory Services Network first reported a position in KBWY in Q1 2017 and held it in 28 quarters. The position peaked at $759K in Q1 2017. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Advisory Services Network reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 2,100 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $32.1K.
  • Advisory Services Network first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2017 and held it in 28 quarters.
  • Advisory Services Network's Invesco KBW Premium Yield Equity REIT ETF position peaked at $759K in Q1 2017.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.