Northwestern Mutual Wealth Management
KBWY icon

Northwestern Mutual Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Northwestern Mutual Wealth 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 		$90.5K Hold
5,926
– – ﹤0.01% 2208
2025
Q4 		$91.5K Buy
+5,926
New +$91.4K ﹤0.01% 2173
2025
Q1 		– Sell
-1,548
Closed -$27.7K – 3812
2024
Q4 		$27.7K Hold
1,548
– – ﹤0.01% 2391
2024
Q3 		$32.7K Buy
1,548
+189
+14% +$3.77K ﹤0.01% 2304
2024
Q2 		$24.2K Buy
+1,359
New +$23.8K ﹤0.01% 2331
2024
Q1 		– Sell
-16
Closed -$323 – 3690
2023
Q4 		$323 Sell
16
-1,799
-99% -$32.3K ﹤0.01% 3318
2023
Q3 		$31.7K Sell
1,815
-200,634
-99% -$3.76M ﹤0.01% 2141
2023
Q2 		$3.64M Buy
202,449
+202,365
+240,911% +$3.51M ﹤0.01% 565
2023
Q1 		$1.54K Sell
84
-216
-72% -$4.38K ﹤0.01% 2967
2022
Q4 		$5.85K Hold
300
– – ﹤0.01% 2679
2022
Q3 		$6K Sell
300
-200
-40% -$4.47K ﹤0.01% 2642
2022
Q2 		$11K Buy
500
+200
+67% +$4.64K ﹤0.01% 2483
2022
Q1 		$8K Buy
+300
New +$7.41K ﹤0.01% 2602
2021
Q1 		– Sell
-64
Closed -$1K – 2883
2020
Q4 		$1K Buy
+64
New +$1.24K ﹤0.01% 2613
2019
Q3 		– Sell
-50
Closed -$2K – 2581
2019
Q2 		$2K Buy
+50
New +$1.52K ﹤0.01% 2324
2013
Q4 		– Sell
-14,338
Closed -$427K – 1477
2013
Q3 		$427K Buy
+14,338
New +$443K 0.02% 268

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

Northwestern Mutual Wealth Management's KBWY Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2026 at 5,926 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Northwestern Mutual Wealth Management first reported a position in KBWY in Q3 2013 and has held it in 16 quarters since. The position peaked at $3.64M in Q2 2023. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • Northwestern Mutual Wealth Management held 5,926 shares of Invesco KBW Premium Yield Equity REIT ETF worth $90.5K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q1 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2208 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2013 and has held it in 16 quarters since.
  • Northwestern Mutual Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $3.64M in Q2 2023.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.