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OneDigital Investment Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

OneDigital Investment 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 		$590K Buy
+31,769
New +$546K 0.01% 973

Other funds holding KBWY

LPL Financial
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
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OneDigital Investment Advisors's KBWY Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026: 31,769 shares worth $590K. The stake represents 0.01% of the portfolio and ranks #973 among its holdings.

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

  • OneDigital Investment Advisors held 31,769 shares of Invesco KBW Premium Yield Equity REIT ETF worth $590K as of Q2 2026.
  • Invesco KBW Premium Yield Equity REIT ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #973 holding.
  • 25 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.