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 Q1	$2.65K	Buy	+173	New	+$2.77K	﹤0.01%	2873

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Larson Financial Group's KBWY Position: Q1 2026 in Review

Larson Financial Group opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026: 173 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #2873 among its holdings.

55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

Larson Financial Group held 173 shares of Invesco KBW Premium Yield Equity REIT ETF worth $2.65K as of Q1 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Larson Financial Group position in Q1 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2873 holding.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.