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Anderson Financial Strategies’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-95
Closed -$1.58K – 126
2025
Q1 		$1.58K Sell
95
-1,326
-93% -$23K ﹤0.01% 219
2024
Q4 		$25.4K Buy
+1,421
New +$28.1K 0.02% 76

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Anderson Financial Strategies's KBWY Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2025, closing a stake of 95 shares — an estimated $1.58K sold.

Anderson Financial Strategies first reported a position in KBWY in Q4 2024 and held it in 2 quarters. The position peaked at $25.4K in Q4 2024. 51 funds tracked by Wall St. Rank hold KBWY as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 95 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2025, an estimated $1.58K.
  • Anderson Financial Strategies first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Invesco KBW Premium Yield Equity REIT ETF position peaked at $25.4K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.