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MAI Capital Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

MAI Capital Management’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 		– Sell
-1,000
Closed -$15.4K – 5091
2025
Q4 		$15.4K Hold
1,000
– – ﹤0.01% 2648
2025
Q3 		$15.9K Hold
1,000
– – ﹤0.01% 2511
2025
Q2 		$15.7K Buy
+1,000
New +$15.6K ﹤0.01% 2482

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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

MAI Capital Management's KBWY Position: Q1 2026 in Review

MAI Capital Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026, closing a stake of 1,000 shares — an estimated $15.4K sold.

MAI Capital Management first reported a position in KBWY in Q2 2025 and held it in 3 quarters. The position peaked at $15.9K in Q3 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • MAI Capital Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,000 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $15.4K.
  • MAI Capital Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $15.9K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.