MassMutual Private Wealth & Trust
KBWY icon

MassMutual Private Wealth & Trust’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.05M Buy
63,115
+4,684
+8% +$84.6K 0.03% 241
2026
Q2 		$1.09M Sell
58,431
-969
-2% -$16.6K 0.03% 245
2026
Q1 		$908K Buy
59,400
+26,092
+78% +$418K 0.02% 255
2025
Q4 		$514K Sell
33,308
-4,020
-11% -$62K 0.01% 303
2025
Q3 		$595K Buy
37,328
+1,956
+6% +$31.2K 0.02% 294
2025
Q2 		$556K Buy
35,372
+6,519
+23% +$101K 0.01% 305
2025
Q1 		$482K Buy
28,853
+16,545
+134% +$287K 0.01% 322
2024
Q4 		$220K Buy
12,308
+10,942
+801% +$217K 0.01% 430
2024
Q3 		$28.8K Buy
+1,366
New +$27.2K ﹤0.01% 812
2023
Q3 		– Sell
-250
Closed -$4.49K – 2002
2023
Q2 		$4.49K Buy
+250
New +$4.34K ﹤0.01% 1242
2021
Q1 		– Sell
-466
Closed -$10K – 1147
2020
Q4 		$10K Hold
466
– – ﹤0.01% 599
2020
Q3 		$8K Buy
466
+217
+87% +$4.02K ﹤0.01% 589
2020
Q2 		$5K Hold
249
– – ﹤0.01% 606
2020
Q1 		$4K Buy
249
+95
+62% +$2.54K ﹤0.01% 592
2019
Q4 		$5K Buy
+154
New +$4.77K ﹤0.01% 703
2019
Q3 		– Sell
-398
Closed -$12K – 877
2019
Q2 		$12K Buy
+398
New +$12.1K ﹤0.01% 551

Other funds holding KBWY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's KBWY Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 8% in Q3 2026, buying an estimated $84.6K and bringing the position to 63,115 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #241.

MassMutual Private Wealth & Trust first reported a position in KBWY in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.09M in Q2 2026. 37 funds tracked by Wall St. Rank hold KBWY as of Q3 2026.

  • MassMutual Private Wealth & Trust held 63,115 shares of Invesco KBW Premium Yield Equity REIT ETF worth $1.05M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 4,684 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2026, an estimated $84.6K.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #241 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2019 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.09M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.