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 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 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 $1.29B AUM 22.27% 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

Cetera Investment Advisers's KBWY Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 88% in Q1 2026, selling an estimated $1.43M and leaving 12,604 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Cetera Investment Advisers first reported a position in KBWY in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

Cetera Investment Advisers held 12,604 shares of Invesco KBW Premium Yield Equity REIT ETF worth $193K as of Q1 2026.
Cetera Investment Advisers sold 88,960 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $1.43M.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4294 holding.
Cetera Investment Advisers first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2018 and has held it in 13 quarters since.
Cetera Investment Advisers's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.57M in Q4 2025.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.