Marshall Wace
KBWY icon

Marshall Wace’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Marshall Wace’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
-36,066
Closed -$556K – 3471
2025
Q4 		$556K Buy
+36,066
New +$556K ﹤0.01% 2196
2025
Q3 		– Sell
-20,390
Closed -$321K – 3156
2025
Q2 		$321K Buy
+20,390
New +$317K ﹤0.01% 2311

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

Marshall Wace's KBWY Position: Q1 2026 in Review

Marshall Wace sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026, closing a stake of 36,066 shares — an estimated $556K sold.

Marshall Wace first reported a position in KBWY in Q2 2025 and held it in 2 quarters. The position peaked at $556K in Q4 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • Marshall Wace reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 36,066 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $556K.
  • Marshall Wace first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2025 and held it in 2 quarters.
  • Marshall Wace's Invesco KBW Premium Yield Equity REIT ETF position peaked at $556K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.