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Farther Finance Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Farther Finance 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
Q2 		$112K Buy
6,044
+73
+1% +$1.25K ﹤0.01% 2630
2026
Q1 		$91K Buy
+5,971
New +$95.6K ﹤0.01% 2575

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

Farther Finance Advisors's KBWY Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 1.2% in Q2 2026, buying an estimated $1.25K and bringing the position to 6,044 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Farther Finance Advisors first reported a position in KBWY in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Farther Finance Advisors held 6,044 shares of Invesco KBW Premium Yield Equity REIT ETF worth $112K as of Q2 2026.
  • Farther Finance Advisors bought 73 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $1.25K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2630 holding.
  • Farther Finance Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.