Cambridge Investment Research Advisors
KBWY icon

Cambridge Investment Research Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-16,074
Closed -$248K – 4011
2025
Q4 		$248K Sell
16,074
-2,355
-13% -$36.3K ﹤0.01% 3384
2025
Q3 		$294K Buy
18,429
+264
+1% +$4.21K ﹤0.01% 3127
2025
Q2 		$286K Sell
18,165
-449
-2% -$6.98K ﹤0.01% 3023
2025
Q1 		$311K Buy
18,614
+107
+0.6% +$1.85K ﹤0.01% 2837
2024
Q4 		$331K Buy
18,507
+1,388
+8% +$27.5K ﹤0.01% 2761
2024
Q3 		$361K Hold
17,119
– – ﹤0.01% 2682
2024
Q2 		$305K Sell
17,119
-16
-0.1% -$280 ﹤0.01% 2693
2024
Q1 		$309K Buy
17,135
+238
+1% +$4.31K ﹤0.01% 2681
2023
Q4 		$341K Sell
16,897
-853
-5% -$15.3K ﹤0.01% 2502
2023
Q3 		$310K Buy
17,750
+1,401
+9% +$26.3K ﹤0.01% 2466
2023
Q2 		$294K Buy
16,349
+3,782
+30% +$65.6K ﹤0.01% 2539
2023
Q1 		$231K Sell
12,567
-792
-6% -$16.1K ﹤0.01% 2706
2022
Q4 		$260K Buy
13,359
+668
+5% +$13.4K ﹤0.01% 2542
2022
Q3 		$241K Buy
12,691
+1,130
+10% +$25.2K ﹤0.01% 2557
2022
Q2 		$255K Sell
11,561
-1,093
-9% -$25.4K ﹤0.01% 2527
2022
Q1 		$322K Sell
12,654
-6,353
-33% -$157K ﹤0.01% 2489
2021
Q4 		$488K Buy
19,007
+2,441
+15% +$59K ﹤0.01% 2122
2021
Q3 		$383K Buy
16,566
+5,772
+53% +$137K ﹤0.01% 2256
2021
Q2 		$249K Buy
+10,794
New +$248K ﹤0.01% 2616
2020
Q4 		– Sell
-30,600
Closed -$536K – 2750
2020
Q3 		$536K Sell
30,600
-14,671
-32% -$272K ﹤0.01% 1567
2020
Q2 		$870K Buy
45,271
+2,695
+6% +$48.9K 0.01% 1204
2020
Q1 		$705K Sell
42,576
-5,052
-11% -$135K 0.01% 1166
2019
Q4 		$1.49M Buy
47,628
+28,733
+152% +$891K 0.01% 939
2019
Q3 		$590K Buy
18,895
+1
+0% +$30 0.01% 1390
2019
Q2 		$568K Buy
18,894
+1,611
+9% +$49K 0.01% 1345
2019
Q1 		$530K Sell
17,283
-1,515
-8% -$46.3K 0.01% 1446
2018
Q4 		$507K Buy
18,798
+4
+0% +$123 0.01% 1313
2018
Q3 		$636K Sell
18,794
-7,904
-30% -$278K 0.01% 1304
2018
Q2 		$954K Buy
26,698
+4,130
+18% +$136K 0.01% 1009
2018
Q1 		$704K Sell
22,568
-5,311
-19% -$171K 0.01% 1135
2017
Q4 		$987K Buy
27,879
+9,642
+53% +$353K 0.01% 912
2017
Q3 		$684K Buy
18,237
+1,196
+7% +$44.1K 0.01% 1038
2017
Q2 		$635K Buy
17,041
+2,964
+21% +$111K 0.01% 1054
2017
Q1 		$531K Buy
14,077
+159
+1% +$5.96K 0.01% 1039
2016
Q4 		$524K Sell
13,918
-2,214
-14% -$78.2K 0.01% 984
2016
Q3 		$579K Buy
16,132
+1,961
+14% +$72.7K 0.01% 957
2016
Q2 		$501K Sell
14,171
-46,824
-77% -$1.56M 0.01% 935
2016
Q1 		$1.99M Sell
60,995
-13,063
-18% -$384K 0.04% 358
2015
Q4 		$2.25M Sell
74,058
-36,853
-33% -$1.14M 0.05% 323
2015
Q3 		$3.3M Buy
110,911
+13,262
+14% +$409K 0.09% 214
2015
Q2 		$3.04M Buy
97,649
+30,852
+46% +$1.03M 0.08% 238
2015
Q1 		$2.4M Buy
66,797
+21,600
+48% +$782K 0.07% 274
2014
Q4 		$1.58M Buy
45,197
+25,026
+124% +$840K 0.05% 347
2014
Q3 		$621K Buy
+20,171
New +$661K 0.02% 703
2014
Q1 		– Sell
-6,878
Closed -$204K – 1322
2013
Q4 		$204K Sell
6,878
-303
-4% -$9.16K 0.01% 1081
2013
Q3 		$214K Buy
7,181
+325
+5% +$10K 0.01% 1001
2013
Q2 		$214K Buy
+6,856
New +$227K 0.01% 917

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

Cambridge Investment Research Advisors's KBWY Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026, closing a stake of 16,074 shares — an estimated $248K sold.

Cambridge Investment Research Advisors first reported a position in KBWY in Q2 2013 and held it in 47 quarters. The position peaked at $3.3M in Q3 2015. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,074 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $248K.
  • Cambridge Investment Research Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2013 and held it in 47 quarters.
  • Cambridge Investment Research Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $3.3M in Q3 2015.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.