Latitude Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Latitude Advisors’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 Q3	$27.8K	Buy	+1,671	New	+$30.2K	0.01%	647

Other funds holding KBWY

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Latitude Advisors's KBWY Position: Q3 2026 in Review

Latitude Advisors opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2026: 1,671 shares worth $27.8K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

13 funds tracked by Wall St. Rank hold KBWY as of Q3 2026.

Latitude Advisors held 1,671 shares of Invesco KBW Premium Yield Equity REIT ETF worth $27.8K as of Q3 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Latitude Advisors position in Q3 2026.
Invesco KBW Premium Yield Equity REIT ETF made up 0.01% of Latitude Advisors's portfolio in Q3 2026, its #647 holding.
13 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.