Global Retirement Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Global Retirement Partners’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	$185K	Buy	+9,945	New	+$171K	﹤0.01%	1630
2021 Q3	–	Sell	-298	Closed	-$7K	–	2030
2021 Q2	$7K	Hold	298	–	–	﹤0.01%	1484
2021 Q1	$7K	Hold	298	–	–	﹤0.01%	1390
2020 Q4	$6K	Hold	298	–	–	﹤0.01%	1405
2020 Q3	$5K	Hold	298	–	–	﹤0.01%	1321
2020 Q2	$6K	Hold	298	–	–	﹤0.01%	1248
2020 Q1	$5K	Hold	298	–	–	﹤0.01%	1229
2019 Q4	$9K	Hold	298	–	–	﹤0.01%	1173
2019 Q3	$9K	Hold	298	–	–	﹤0.01%	1143
2019 Q2	$9K	Hold	298	–	–	﹤0.01%	1138
2019 Q1	$9K	Hold	298	–	–	﹤0.01%	1082
2018 Q4	$8K	Hold	298	–	–	﹤0.01%	1033
2018 Q3	$10K	Hold	298	–	–	﹤0.01%	1031
2018 Q2	$11K	Hold	298	–	–	﹤0.01%	976
2018 Q1	$9K	Sell	298 -130	-30%	-$4.19K	﹤0.01%	992
2017 Q4	$15K	Hold	428	–	–	﹤0.01%	797
2017 Q3	$16K	Hold	428	–	–	0.01%	703
2017 Q2	$16K	Hold	428	–	–	0.01%	660
2017 Q1	$16K	Hold	428	–	–	0.01%	610
2016 Q4	$16K	Buy	+428	New	+$15.1K	0.01%	566

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

Global Retirement Partners's KBWY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026: 9,945 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KBWY as recently as Q2 2021.

Global Retirement Partners first reported a position in KBWY in Q4 2016 and has held it in 20 quarters since. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Global Retirement Partners held 9,945 shares of Invesco KBW Premium Yield Equity REIT ETF worth $185K as of Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Global Retirement Partners position in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1630 holding.
Global Retirement Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2016 and has held it in 20 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.