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Harbour Investments’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Harbour Investments’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 		$59.1K Sell
3,181
-26
-0.8% -$447 ﹤0.01% 2318
2026
Q1 		$49K Hold
3,207
– – ﹤0.01% 2349
2025
Q4 		$49.5K Sell
3,207
-2,047
-39% -$31.6K ﹤0.01% 1971
2025
Q3 		$83.8K Buy
+5,254
New +$83.9K ﹤0.01% 1649

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Investments's KBWY Position: Q2 2026 in Review

Harbour Investments reduced its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 0.81% in Q2 2026, selling an estimated $447 and leaving 3,181 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Harbour Investments first reported a position in KBWY in Q3 2025 and has held it in 4 quarters since. The position peaked at $83.8K in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Harbour Investments held 3,181 shares of Invesco KBW Premium Yield Equity REIT ETF worth $59.1K as of Q2 2026.
  • Harbour Investments sold 26 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $447.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2318 holding.
  • Harbour Investments first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Harbour Investments's Invesco KBW Premium Yield Equity REIT ETF position peaked at $83.8K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.