Cetera Investment Advisers
KBWY icon

Cetera Investment Advisers’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Cetera Investment Advisers’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 		$257K Buy
13,865
+1,261
+10% +$21.7K ﹤0.01% 4284
2026
Q1 		$193K Sell
12,604
-88,960
-88% -$1.43M ﹤0.01% 4294
2025
Q4 		$1.57M Buy
101,564
+82,296
+427% +$1.27M ﹤0.01% 2430
2025
Q3 		$307K Buy
+19,268
New +$308K ﹤0.01% 3812
2023
Q3 		– Sell
-10,294
Closed -$185K – 2255
2023
Q2 		$185K Sell
10,294
-374
-4% -$6.49K ﹤0.01% 2003
2023
Q1 		$196K Sell
10,668
-64
-0.6% -$1.3K ﹤0.01% 1964
2022
Q4 		$209K Sell
10,732
-36
-0.3% -$721 ﹤0.01% 1881
2022
Q3 		$204K Sell
10,768
-1,494
-12% -$33.4K ﹤0.01% 1495
2022
Q2 		$271K Sell
12,262
-3,952
-24% -$91.7K ﹤0.01% 1488
2022
Q1 		$413K Sell
16,214
-2,230
-12% -$55.1K 0.01% 1289
2021
Q4 		$474K Buy
18,444
+759
+4% +$18.3K 0.01% 1212
2021
Q3 		$409K Buy
+17,685
New +$419K 0.01% 1255
2018
Q4 		– Sell
-5,971
Closed -$202K – 486
2018
Q3 		$202K Buy
5,971
+24
+0.4% +$843 0.03% 458
2018
Q2 		$213K Buy
+5,947
New +$196K 0.04% 389

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's KBWY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 10% in Q2 2026, buying an estimated $21.7K and bringing the position to 13,865 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #4284.

Cetera Investment Advisers first reported a position in KBWY in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.57M in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Cetera Investment Advisers held 13,865 shares of Invesco KBW Premium Yield Equity REIT ETF worth $257K as of Q2 2026.
  • Cetera Investment Advisers bought 1,261 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $21.7K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4284 holding.
  • Cetera Investment Advisers first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2018 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.57M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.