Bard Associates’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Bard Associates’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	$242K	Buy	+13,050	New	+$224K	0.05%	127

Other funds holding KBWY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bard Associates's KBWY Position: Q2 2026 in Review

Bard Associates opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026: 13,050 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Bard Associates held 13,050 shares of Invesco KBW Premium Yield Equity REIT ETF worth $242K as of Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Bard Associates position in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up 0.05% of Bard Associates's portfolio in Q2 2026, its #127 holding.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.