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

Parallel 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	$1.13K	Hold	61	–	–	﹤0.01%	3663
2026 Q1	$932	Hold	61	–	–	﹤0.01%	3556
2025 Q4	$941	Hold	61	–	–	﹤0.01%	3306
2025 Q3	$973	Hold	61	–	–	﹤0.01%	3228
2025 Q2	$960	Hold	61	–	–	﹤0.01%	3202
2025 Q1	$1.02K	Hold	61	–	–	﹤0.01%	3116
2024 Q4	$1.09K	Hold	61	–	–	﹤0.01%	3096
2024 Q3	$1.29K	Hold	61	–	–	﹤0.01%	2984
2024 Q2	$1.09K	Sell	61 -1,000	-94%	-$17.5K	﹤0.01%	2935
2024 Q1	$19.2K	Buy	1,061 +1,000	+1,639%	+$18.1K	﹤0.01%	2006
2023 Q4	$1.23K	Hold	61	–	–	﹤0.01%	2899
2023 Q3	$1.06K	Hold	61	–	–	﹤0.01%	2963
2023 Q2	$1.1K	Hold	61	–	–	﹤0.01%	2911
2023 Q1	$1.12K	Hold	61	–	–	﹤0.01%	2926
2022 Q4	$1.19K	Sell	61 -1	-2%	-$20	﹤0.01%	2860
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	2943
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	2793
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	2583
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	2706
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	2881
2021 Q2	$1K	Hold	62	–	–	﹤0.01%	2757
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	2641
2020 Q4	$1K	Sell	62 -110	-64%	-$2.12K	﹤0.01%	2441
2020 Q3	$3K	Hold	172	–	–	﹤0.01%	2193
2020 Q2	$3K	Buy	172 +111	+182%	+$2.02K	﹤0.01%	2102
2020 Q1	$1K	Hold	61	–	–	﹤0.01%	2283
2019 Q4	$2K	Hold	61	–	–	﹤0.01%	2218
2019 Q3	$2K	Hold	61	–	–	﹤0.01%	2184
2019 Q2	$2K	Hold	61	–	–	﹤0.01%	2097
2019 Q1	$2K	Hold	61	–	–	﹤0.01%	2087
2018 Q4	$1K	Hold	61	–	–	﹤0.01%	2017
2018 Q3	$2K	Hold	61	–	–	﹤0.01%	2014
2018 Q2	$2K	Hold	61	–	–	﹤0.01%	1853
2018 Q1	$2K	Sell	61 -702	-92%	-$22.6K	﹤0.01%	1843
2017 Q4	$27K	Buy	763 +2	+0.3%	+$73	﹤0.01%	907
2017 Q3	$28K	Buy	761 +204	+37%	+$7.53K	﹤0.01%	877
2017 Q2	$21K	Buy	557 +303	+119%	+$11.4K	﹤0.01%	991
2017 Q1	$10K	Buy	+254	New	+$9.52K	﹤0.01%	1226

Other funds holding KBWY

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Parallel Advisors's KBWY Position: Q2 2026 in Review

Parallel Advisors held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q2 2026 at 61 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Parallel Advisors first reported a position in KBWY in Q1 2017 and has held it in 38 quarters since. The position peaked at $28K in Q3 2017. 25 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Parallel Advisors held 61 shares of Invesco KBW Premium Yield Equity REIT ETF worth $1.13K as of Q2 2026.
Parallel Advisors left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3663 holding.
Parallel Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2017 and has held it in 38 quarters since.
Parallel Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $28K in Q3 2017.
25 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.