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Heartwood Wealth Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Heartwood Wealth Advisors’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 		$2.25M Buy
147,019
+19,307
+15% +$309K 0.2% 58
2025
Q4 		$1.97M Buy
127,712
+9,979
+8% +$154K 0.18% 55
2025
Q3 		$1.88M Buy
117,733
+9,087
+8% +$145K 0.18% 54
2025
Q2 		$1.71M Buy
+108,646
New +$1.69M 0.18% 52

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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heartwood Wealth Advisors's KBWY Position: Q1 2026 in Review

Heartwood Wealth Advisors increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 15% in Q1 2026, buying an estimated $309K and bringing the position to 147,019 shares worth $2.25M. The position accounts for 0.2% of the portfolio, ranked #58.

Heartwood Wealth Advisors first reported a position in KBWY in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • Heartwood Wealth Advisors held 147,019 shares of Invesco KBW Premium Yield Equity REIT ETF worth $2.25M as of Q1 2026.
  • Heartwood Wealth Advisors bought 19,307 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $309K.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.2% of Heartwood Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Heartwood Wealth Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.