Financial Management Professionals
KBWY icon

Financial Management Professionals’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Financial Management Professionals’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
Q3 		$217K Buy
+13,056
New +$236K 0.02% 168
2019
Q3 		– Sell
-560
Closed -$17K – 325
2019
Q2 		$17K Hold
560
– – 0.01% 157
2019
Q1 		$17K Hold
560
– – 0.01% 140
2018
Q4 		$15K Hold
560
– – 0.01% 136
2018
Q3 		$19K Buy
+560
New +$19.7K 0.01% 134

Other funds holding KBWY

Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Management Professionals's KBWY Position: Q3 2026 in Review

Financial Management Professionals opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2026: 13,056 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in KBWY as recently as Q2 2019.

Financial Management Professionals first reported a position in KBWY in Q3 2018 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold KBWY as of Q3 2026.

  • Financial Management Professionals held 13,056 shares of Invesco KBW Premium Yield Equity REIT ETF worth $217K as of Q3 2026.
  • Invesco KBW Premium Yield Equity REIT ETF was a new Financial Management Professionals position in Q3 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.02% of Financial Management Professionals's portfolio in Q3 2026, its #168 holding.
  • Financial Management Professionals first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2018 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.