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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-7,399	Closed	-$118K	–	1582
2025 Q3	$118K	Sell	7,399 -1,299	-15%	-$20.7K	0.01%	783
2025 Q2	$137K	Buy	+8,698	New	+$135K	0.01%	859
2023 Q2	–	Sell	-6,562	Closed	-$121K	–	1633
2023 Q1	$121K	Sell	6,562 -5,454	-45%	-$111K	0.01%	930
2022 Q4	$234K	Buy	+12,016	New	+$241K	0.01%	779

Other funds holding KBWY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

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

Ameritas Advisory Services's KBWY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 7,399 shares — an estimated $118K sold.

Ameritas Advisory Services first reported a position in KBWY in Q4 2022 and held it in 4 quarters. The position peaked at $234K in Q4 2022. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 7,399 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $118K.
Ameritas Advisory Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $234K in Q4 2022.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.