Founders Financial Alliance’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Founders Financial Alliance’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	$382	Hold	25	–	–	﹤0.01%	733
2025 Q4	$386	Hold	25	–	–	﹤0.01%	604
2025 Q3	$399	Hold	25	–	–	﹤0.01%	710
2025 Q2	$393	Hold	25	–	–	﹤0.01%	541
2025 Q1	$417	Hold	25	–	–	﹤0.01%	612
2024 Q4	$448	Hold	25	–	–	﹤0.01%	573
2024 Q3	$528	Hold	25	–	–	﹤0.01%	584
2024 Q2	$446	Hold	25	–	–	﹤0.01%	554
2024 Q1	$451	Hold	25	–	–	﹤0.01%	552
2023 Q4	$505	Hold	25	–	–	﹤0.01%	487
2023 Q3	$437	Hold	25	–	–	﹤0.01%	472
2023 Q2	$449	Hold	25	–	–	﹤0.01%	507
2023 Q1	$460	Hold	25	–	–	﹤0.01%	453
2022 Q4	$487	Hold	25	–	–	﹤0.01%	474
2022 Q3	$0	Hold	25	–	–	﹤0.01%	514
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	494
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	434
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	478
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	450
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	472
2021 Q1	$1K	Buy	+25	New	+$542	﹤0.01%	456

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

Founders Financial Alliance's KBWY Position: Q1 2026 in Review

Founders Financial Alliance held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2026 at 25 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Founders Financial Alliance first reported a position in KBWY in Q1 2021 and has held it in 21 quarters since. The position peaked at $1K in Q2 2022. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

Founders Financial Alliance held 25 shares of Invesco KBW Premium Yield Equity REIT ETF worth $382 as of Q1 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q1 2026, its #733 holding.
Founders Financial Alliance first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2021 and has held it in 21 quarters since.
Founders Financial Alliance's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1K in Q2 2022.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.