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Philadelphia Investment Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Philadelphia Investment Partners’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 		$260 Hold
14
– – ﹤0.01% 183
2026
Q1 		$214 Buy
+14
New +$224 ﹤0.01% 186

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Philadelphia Investment Partners's KBWY Position: Q2 2026 in Review

Philadelphia Investment Partners held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q2 2026 at 14 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Philadelphia Investment Partners first reported a position in KBWY in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Philadelphia Investment Partners held 14 shares of Invesco KBW Premium Yield Equity REIT ETF worth $260 as of Q2 2026.
  • Philadelphia Investment Partners 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 Philadelphia Investment Partners's portfolio in Q2 2026, its #183 holding.
  • Philadelphia Investment Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.