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Crews Bank & Trust’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Crews Bank & Trust’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
-3,045
Closed -$50.8K – 630
2025
Q1 		$50.8K Hold
3,045
– – 0.01% 340
2024
Q4 		$54.5K Buy
+3,045
New +$60.3K 0.01% 333

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

Crews Bank & Trust's KBWY Position: Q2 2025 in Review

Crews Bank & Trust sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2025, closing a stake of 3,045 shares — an estimated $50.8K sold.

Crews Bank & Trust first reported a position in KBWY in Q4 2024 and held it in 2 quarters. The position peaked at $54.5K in Q4 2024. 51 funds tracked by Wall St. Rank hold KBWY as of Q2 2025.

  • Crews Bank & Trust reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 3,045 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2025, an estimated $50.8K.
  • Crews Bank & Trust first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2024 and held it in 2 quarters.
  • Crews Bank & Trust's Invesco KBW Premium Yield Equity REIT ETF position peaked at $54.5K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2025.

Based on Crews Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.