IP
KBWY icon

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

Intellectus 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
2025
Q4 		– Sell
-12,700
Closed -$203K – 297
2025
Q3 		$203K Hold
12,700
– – 0.04% 268
2025
Q2 		$200K Buy
+12,700
New +$197K 0.04% 263

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

Intellectus Partners's KBWY Position: Q4 2025 in Review

Intellectus Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 12,700 shares — an estimated $203K sold.

Intellectus Partners first reported a position in KBWY in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q3 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

  • Intellectus Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Intellectus Partners sold 12,700 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $203K.
  • Intellectus Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2025 and held it in 2 quarters.
  • Intellectus Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $203K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Intellectus Partners's 13F filing for Q4 2025, filed 10 Feb 2026.