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GPS Wealth Strategies Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-62
Closed -$989 – 1114
2025
Q3 		$989 Hold
62
– – ﹤0.01% 1476
2025
Q2 		$975 Hold
62
– – ﹤0.01% 1429
2025
Q1 		$1.03K Hold
62
– – ﹤0.01% 1369
2024
Q4 		$1.11K Hold
62
– – ﹤0.01% 1286
2024
Q3 		$1.31K Hold
62
– – ﹤0.01% 1272
2024
Q2 		$1.1K Buy
+62
New +$1.09K ﹤0.01% 1252

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $124B AUM 33.93% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GPS Wealth Strategies Group's KBWY Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 62 shares — an estimated $989 sold.

GPS Wealth Strategies Group first reported a position in KBWY in Q2 2024 and held it in 6 quarters. The position peaked at $1.31K in Q3 2024. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 62 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $989.
  • GPS Wealth Strategies Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2024 and held it in 6 quarters.
  • GPS Wealth Strategies Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.31K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.