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 Q2	$464	Hold	25	–	–	﹤0.01%	777
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 $1.89T AUM 35.08% 1-Year Est. Return

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 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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's KBWY Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q2 2026 at 25 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Founders Financial Alliance first reported a position in KBWY in Q1 2021 and has held it in 22 quarters since. The position peaked at $1K in Q2 2022. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Founders Financial Alliance held 25 shares of Invesco KBW Premium Yield Equity REIT ETF worth $464 as of Q2 2026.
Founders Financial Alliance left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #777 holding.
Founders Financial Alliance first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2021 and has held it in 22 quarters since.
Founders Financial Alliance's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1K in Q2 2022.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.