Ridgewood Investments’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-340	Closed	-$5.35K	–	457
2025 Q2	$5.35K	Hold	340	–	–	﹤0.01%	592
2025 Q1	$5.67K	Hold	340	–	–	﹤0.01%	549
2024 Q4	$6.09K	Hold	340	–	–	﹤0.01%	556
2024 Q3	$7.17K	Sell	340 -457	-57%	-$9.1K	﹤0.01%	552
2024 Q2	$14.2K	Buy	+797	New	+$14K	0.01%	470
2023 Q3	–	Sell	-868	Closed	-$15.6K	–	487
2023 Q2	$15.6K	Hold	868	–	–	0.01%	472
2023 Q1	$16K	Buy	+868	New	+$17.6K	0.01%	475

Other funds holding KBWY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ridgewood Investments's KBWY Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2025, closing a stake of 340 shares — an estimated $5.35K sold.

Ridgewood Investments first reported a position in KBWY in Q1 2023 and held it in 7 quarters. The position peaked at $16K in Q1 2023. 57 funds tracked by Wall St. Rank hold KBWY as of Q3 2025.

Ridgewood Investments reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 340 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2025, an estimated $5.35K.
Ridgewood Investments first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Invesco KBW Premium Yield Equity REIT ETF position peaked at $16K in Q1 2023.
57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.