Key Financial Inc’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Key Financial Inc’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	-56	Closed	-$899	–	1474
2025 Q3	$899	Hold	56	–	–	﹤0.01%	1282
2025 Q2	$881	Hold	56	–	–	﹤0.01%	1283
2025 Q1	$935	Hold	56	–	–	﹤0.01%	1235
2024 Q4	$1K	Hold	56	–	–	﹤0.01%	1231
2024 Q3	$1.18K	Hold	56	–	–	﹤0.01%	1168
2024 Q2	$998	Hold	56	–	–	﹤0.01%	1185
2024 Q1	$1.01K	Hold	56	–	–	﹤0.01%	1183
2023 Q4	$1.13K	Hold	56	–	–	﹤0.01%	1169
2023 Q3	$978	Hold	56	–	–	﹤0.01%	1196
2023 Q2	$1.01K	Hold	56	–	–	﹤0.01%	1239
2023 Q1	$1.03K	Hold	56	–	–	﹤0.01%	1030
2022 Q4	$1.06K	Hold	56	–	–	﹤0.01%	1025
2022 Q3	$1K	Hold	56	–	–	﹤0.01%	1048
2022 Q2	$1K	Hold	56	–	–	﹤0.01%	1032
2022 Q1	$1K	Hold	56	–	–	﹤0.01%	1017
2021 Q4	$1K	Hold	56	–	–	﹤0.01%	902
2021 Q3	$1K	Hold	56	–	–	﹤0.01%	873
2021 Q2	$1K	Hold	56	–	–	﹤0.01%	824
2021 Q1	$1K	Hold	56	–	–	﹤0.01%	733
2020 Q4	$1K	Buy	+56	New	+$1.08K	﹤0.01%	683

Other funds holding KBWY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Key Financial Inc's KBWY Position: Q4 2025 in Review

Key Financial Inc sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 56 shares — an estimated $899 sold.

Key Financial Inc first reported a position in KBWY in Q4 2020 and held it in 20 quarters. The position peaked at $1.18K in Q3 2024. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

Key Financial Inc reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 56 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $899.
Key Financial Inc first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2020 and held it in 20 quarters.
Key Financial Inc's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.18K in Q3 2024.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.