AWM
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AE Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

AE Wealth Management’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
Q1 		$57.6K Sell
3,767
-558
-13% -$8.94K ﹤0.01% 1933
2025
Q4 		$66.7K Buy
4,325
+51
+1% +$787 ﹤0.01% 1791
2025
Q3 		$68.2K Sell
4,274
-1,849
-30% -$29.5K ﹤0.01% 1655
2025
Q2 		$96.3K Buy
6,123
+4,716
+335% +$73.3K ﹤0.01% 1494
2025
Q1 		$23.5K Sell
1,407
-100
-7% -$1.73K ﹤0.01% 1707
2024
Q4 		$27K Buy
+1,507
New +$29.8K ﹤0.01% 1662
2020
Q1 		– Sell
-52,226
Closed -$1.63M – 1209
2019
Q4 		$1.63M Buy
52,226
+8,429
+19% +$261K 0.04% 397
2019
Q3 		$1.37M Buy
43,797
+5,023
+13% +$150K 0.04% 357
2019
Q2 		$1.17M Sell
38,774
-43,054
-53% -$1.31M 0.04% 362
2019
Q1 		$2.51M Sell
81,828
-7,458
-8% -$228K 0.17% 112
2018
Q4 		$2.41M Buy
89,286
+2,340
+3% +$72.2K 0.41% 62
2018
Q3 		$2.94M Buy
86,946
+4,504
+5% +$158K 0.16% 107
2018
Q2 		$2.95M Buy
82,442
+9,700
+13% +$320K 0.2% 74
2018
Q1 		$2.27M Buy
72,742
+13,674
+23% +$440K 0.18% 85
2017
Q4 		$2.09M Buy
59,068
+6,593
+13% +$241K 0.18% 86
2017
Q3 		$1.97M Buy
52,475
+10,363
+25% +$383K 0.18% 82
2017
Q2 		$1.57M Buy
+42,112
New +$1.58M 0.19% 94

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $124B AUM 33.93% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AE Wealth Management's KBWY Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 13% in Q1 2026, selling an estimated $8.94K and leaving 3,767 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

AE Wealth Management first reported a position in KBWY in Q2 2017 and has held it in 17 quarters since. The position peaked at $2.95M in Q2 2018. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • AE Wealth Management held 3,767 shares of Invesco KBW Premium Yield Equity REIT ETF worth $57.6K as of Q1 2026.
  • AE Wealth Management sold 558 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $8.94K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1933 holding.
  • AE Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2017 and has held it in 17 quarters since.
  • AE Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $2.95M in Q2 2018.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.