IFG Advisory’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

IFG Advisory’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 Q3	$16.6K	Buy	+1,000	New	+$18.1K	﹤0.01%	1664

Other funds holding KBWY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG Advisory's KBWY Position: Q3 2026 in Review

IFG Advisory opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2026: 1,000 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings.

31 funds tracked by Wall St. Rank hold KBWY as of Q3 2026.

IFG Advisory held 1,000 shares of Invesco KBW Premium Yield Equity REIT ETF worth $16.6K as of Q3 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new IFG Advisory position in Q3 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1664 holding.
31 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.