Ameritas Investment Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Ameritas Investment Partners’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	$9.93K	Hold	650	–	–	﹤0.01%	2870
2025 Q4	$10K	Buy	650 +100	+18%	+$1.54K	﹤0.01%	2905
2025 Q3	$8.77K	Hold	550	–	–	﹤0.01%	2974
2025 Q2	$8.65K	Hold	550	–	–	﹤0.01%	3019
2025 Q1	$9.18K	Buy	550 +60	+12%	+$1.04K	﹤0.01%	2850
2024 Q4	$8.78K	Hold	490	–	–	﹤0.01%	2934
2024 Q3	$10.3K	Sell	490 -40	-8%	-$797	﹤0.01%	2907
2024 Q2	$9.45K	Hold	530	–	–	﹤0.01%	2943
2024 Q1	$9.57K	Hold	530	–	–	﹤0.01%	2822
2023 Q4	$10.7K	Hold	530	–	–	﹤0.01%	2826
2023 Q3	$9.25K	Hold	530	–	–	﹤0.01%	2861
2023 Q2	$9.52K	Buy	530 +70	+15%	+$1.22K	﹤0.01%	2921
2023 Q1	$8.46K	Hold	460	–	–	﹤0.01%	2770
2022 Q4	$8.96K	Buy	460 +65	+16%	+$1.3K	﹤0.01%	2835
2022 Q3	$7K	Hold	395	–	–	﹤0.01%	2877
2022 Q2	$8K	Hold	395	–	–	﹤0.01%	2884
2022 Q1	$10K	Sell	395 -35	-8%	-$864	﹤0.01%	2794
2021 Q4	$11K	Hold	430	–	–	﹤0.01%	2867
2021 Q3	$9K	Hold	430	–	–	﹤0.01%	2966
2021 Q2	$9K	Hold	430	–	–	﹤0.01%	2944
2021 Q1	$9K	Hold	430	–	–	﹤0.01%	2896
2020 Q4	$8K	Hold	430	–	–	﹤0.01%	2880
2020 Q3	$7K	Hold	430	–	–	﹤0.01%	2873
2020 Q2	$8K	Buy	430 +120	+39%	+$2.18K	﹤0.01%	2819
2020 Q1	$5K	Hold	310	–	–	﹤0.01%	2813
2019 Q4	$9K	Hold	310	–	–	﹤0.01%	2773
2019 Q3	$9K	Buy	310 +35	+13%	+$1.05K	﹤0.01%	2785
2019 Q2	$8K	Hold	275	–	–	﹤0.01%	2863
2019 Q1	$8K	Hold	275	–	–	﹤0.01%	2762
2018 Q4	$7K	Hold	275	–	–	﹤0.01%	2780
2018 Q3	$9K	Hold	275	–	–	﹤0.01%	2862
2018 Q2	$9K	Hold	275	–	–	﹤0.01%	2866
2018 Q1	$8K	Hold	275	–	–	﹤0.01%	2783
2017 Q4	$2K	Hold	275	–	–	﹤0.01%	2932
2017 Q3	$10K	Sell	275 -170	-38%	-$6.28K	﹤0.01%	2769
2017 Q2	$16K	Hold	445	–	–	﹤0.01%	2590
2017 Q1	$16K	Hold	445	–	–	﹤0.01%	2516
2016 Q4	$16K	Hold	445	–	–	﹤0.01%	1184
2016 Q3	$15K	Hold	445	–	–	﹤0.01%	1177
2016 Q2	$15K	Hold	445	–	–	﹤0.01%	1106
2016 Q1	$14K	Hold	445	–	–	﹤0.01%	1109
2015 Q4	$13K	Hold	445	–	–	﹤0.01%	1108
2015 Q3	$13K	Sell	445 -1,200	-73%	-$37K	﹤0.01%	1061
2015 Q2	$51K	Hold	1,645	–	–	﹤0.01%	1047
2015 Q1	$59K	Hold	1,645	–	–	﹤0.01%	1081
2014 Q4	$57K	Buy	+1,645	New	+$55.2K	﹤0.01%	1058

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

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 $1.15B AUM 20.99% 1-Year Est. Return

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

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

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

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

Ameritas Investment Partners's KBWY Position: Q1 2026 in Review

Ameritas Investment Partners held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2026 at 650 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Ameritas Investment Partners first reported a position in KBWY in Q4 2014 and has held it in 46 quarters since. The position peaked at $59K in Q1 2015. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

Ameritas Investment Partners held 650 shares of Invesco KBW Premium Yield Equity REIT ETF worth $9.93K as of Q1 2026.
Ameritas Investment Partners left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q1 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2870 holding.
Ameritas Investment Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2014 and has held it in 46 quarters since.
Ameritas Investment Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $59K in Q1 2015.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.