LFG
KBWY icon

Larson Financial Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Larson Financial Group’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 		– Sell
-173
Closed -$2.65K – 3869
2026
Q1 		$2.65K Buy
+173
New +$2.77K ﹤0.01% 2873

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's KBWY Position: Q2 2026 in Review

Larson Financial Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026, closing a stake of 173 shares — an estimated $2.65K sold.

Larson Financial Group first reported a position in KBWY in Q1 2026 and held it in 1 quarter. The position peaked at $2.65K in Q1 2026. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Larson Financial Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 173 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $2.65K.
  • Larson Financial Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $2.65K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.