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

Mercer Global 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 Q2	$2.28K	Buy	+123	New	+$2.11K	﹤0.01%	5559

Other funds holding KBWY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mercer Global Advisors's KBWY Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026: 123 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #5559 among its holdings.

44 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Mercer Global Advisors held 123 shares of Invesco KBW Premium Yield Equity REIT ETF worth $2.28K as of Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Mercer Global Advisors position in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5559 holding.
44 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.