EPG Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

EPG Wealth Management’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	-43	Closed	-$718	–	390
2025 Q1	$718	Hold	43	–	–	﹤0.01%	413
2024 Q4	$770	Hold	43	–	–	﹤0.01%	421
2024 Q3	$907	Buy	+43	New	+$856	﹤0.01%	418
2024 Q2	–	Sell	-43	Closed	-$753	–	437
2024 Q1	$776	Hold	43	–	–	﹤0.01%	437
2023 Q4	$752	Hold	43	–	–	﹤0.01%	416
2023 Q3	$751	Hold	43	–	–	﹤0.01%	412
2023 Q2	$772	Hold	43	–	–	﹤0.01%	405
2023 Q1	$790	Hold	43	–	–	﹤0.01%	409
2022 Q4	$838	Hold	43	–	–	﹤0.01%	372
2022 Q3	$1K	Buy	+43	New	+$961	﹤0.01%	379
2022 Q2	–	Sell	-43	Closed	-$1K	–	322
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	394
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	395
2021 Q3	$1K	Buy	+43	New	+$1.02K	﹤0.01%	371
2020 Q2	–	Sell	-43	Closed	-$1K	–	481
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	742
2019 Q4	$1K	Buy	+43	New	+$1.33K	﹤0.01%	637

Other funds holding KBWY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EPG Wealth Management's KBWY Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2025, closing a stake of 43 shares — an estimated $718 sold.

EPG Wealth Management first reported a position in KBWY in Q4 2019 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 51 funds tracked by Wall St. Rank hold KBWY as of Q2 2025.

EPG Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 43 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2025, an estimated $718.
EPG Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2019 and held it in 15 quarters.
EPG Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1K in Q3 2022.
51 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.