Rockefeller Capital Management
KBWY icon

Rockefeller Capital Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Rockefeller Capital 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
2025
Q4 		– Sell
-316
Closed -$5.04K – 4765
2025
Q3 		$5.04K Buy
+316
New +$5.04K ﹤0.01% 3873

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SF
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FTS
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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management's KBWY Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 316 shares — an estimated $5.04K sold.

Rockefeller Capital Management first reported a position in KBWY in Q3 2025 and held it in 1 quarter. The position peaked at $5.04K in Q3 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 316 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $5.04K.
  • Rockefeller Capital Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $5.04K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.