John Overdeck’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

John Overdeck’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	$3.12M	Hold	168,147	–	–	﹤0.01%	2588
2026 Q1	$2.57M	Hold	168,147	–	–	﹤0.01%	2575
2025 Q4	$2.59M	Buy	+168,147	New	+$2.59M	﹤0.01%	2251
2025 Q3	–	Sell	-54,247	Closed	-$853K	–	3799
2025 Q2	$853K	Sell	54,247 -42,815	-44%	-$666K	﹤0.01%	2337
2025 Q1	$1.62M	Sell	97,062 -5,585	-5%	-$96.8K	﹤0.01%	1876
2024 Q4	$1.84M	Buy	102,647 +60,547	+144%	+$1.2M	﹤0.01%	1777
2024 Q3	$888K	Buy	+42,100	New	+$839K	﹤0.01%	2195
2024 Q2	–	Sell	-10,900	Closed	-$197K	–	3186
2024 Q1	$197K	Sell	10,900 -1,500	-12%	-$27.2K	﹤0.01%	2723
2023 Q4	$250K	Buy	+12,400	New	+$223K	﹤0.01%	2756

Other funds holding KBWY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John Overdeck's KBWY Position: Q2 2026 in Review

John Overdeck held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q2 2026 at 168,147 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

John Overdeck first reported a position in KBWY in Q4 2023 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

John Overdeck held 168,147 shares of Invesco KBW Premium Yield Equity REIT ETF worth $3.12M as of Q2 2026.
John Overdeck left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2588 holding.
John Overdeck first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2023 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.