EverSource Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

EverSource Wealth 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	$5.5K	Hold	360	–	–	﹤0.01%	3227
2025 Q4	$5.56K	Hold	360	–	–	﹤0.01%	3087
2025 Q3	$5.74K	Hold	360	–	–	﹤0.01%	3098
2025 Q2	$5.66K	Hold	360	–	–	﹤0.01%	3110
2025 Q1	$6.01K	Sell	360 -650	-64%	-$11.3K	﹤0.01%	2408
2024 Q4	$18.1K	Buy	1,010 +650	+181%	+$12.9K	﹤0.01%	1684
2024 Q3	$7.6K	Sell	360 -634	-64%	-$12.6K	﹤0.01%	2016
2024 Q2	$19.8K	Sell	994 -340	-25%	-$5.96K	﹤0.01%	1511
2024 Q1	$23.2K	Hold	1,334	–	–	﹤0.01%	1288
2023 Q4	$26.9K	Sell	1,334 -838	-39%	-$15.1K	﹤0.01%	1119
2023 Q3	$37.9K	Hold	2,172	–	–	﹤0.01%	917
2023 Q2	$39K	Hold	2,172	–	–	﹤0.01%	930
2023 Q1	$39.9K	Sell	2,172 -766	-26%	-$15.5K	0.01%	869
2022 Q4	$57.3K	Sell	2,938 -1,155	-28%	-$23.1K	0.01%	710
2022 Q3	$78K	Hold	4,093	–	–	0.02%	509
2022 Q2	$90K	Hold	4,093	–	–	0.02%	406
2022 Q1	$104K	Buy	4,093 +2,555	+166%	+$63.1K	0.03%	328
2021 Q4	$39K	Buy	+1,538	New	+$37.2K	0.01%	472

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

EverSource Wealth Advisors's KBWY Position: Q1 2026 in Review

EverSource Wealth Advisors held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2026 at 360 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

EverSource Wealth Advisors first reported a position in KBWY in Q4 2021 and has held it in 18 quarters since. The position peaked at $104K in Q1 2022. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

EverSource Wealth Advisors held 360 shares of Invesco KBW Premium Yield Equity REIT ETF worth $5.5K as of Q1 2026.
EverSource Wealth Advisors left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q1 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3227 holding.
EverSource Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $104K in Q1 2022.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.