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 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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MassMutual Private Wealth & Trust's KBWY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 1.6% in Q2 2026, selling an estimated $16.6K and leaving 58,431 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #245.

MassMutual Private Wealth & Trust first reported a position in KBWY in Q2 2019 and has held it in 15 quarters since. 5 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

MassMutual Private Wealth & Trust held 58,431 shares of Invesco KBW Premium Yield Equity REIT ETF worth $1.09M as of Q2 2026.
MassMutual Private Wealth & Trust sold 969 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $16.6K.
Invesco KBW Premium Yield Equity REIT ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #245 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 15 quarters since.
5 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.