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Sandbox Financial Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Sandbox Financial 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
2025
Q3 		– Sell
-15,557
Closed -$245K – 130
2025
Q2 		$245K Buy
15,557
+1,700
+12% +$26.4K 0.08% 104
2025
Q1 		$231K Hold
13,857
– – 0.08% 100
2024
Q4 		$248K Buy
13,857
+75
+0.5% +$1.49K 0.08% 96
2024
Q3 		$291K Buy
13,782
+2,027
+17% +$40.4K 0.1% 87
2024
Q2 		$210K Buy
11,755
+1,143
+11% +$20K 0.08% 91
2024
Q1 		$192K Buy
+10,612
New +$192K 0.08% 95

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandbox Financial Partners's KBWY Position: Q3 2025 in Review

Sandbox Financial Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q3 2025, closing a stake of 15,557 shares — an estimated $245K sold.

Sandbox Financial Partners first reported a position in KBWY in Q1 2024 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 57 funds tracked by Wall St. Rank hold KBWY as of Q3 2025.

  • Sandbox Financial Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 15,557 Invesco KBW Premium Yield Equity REIT ETF shares in Q3 2025, an estimated $245K.
  • Sandbox Financial Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2024 and held it in 6 quarters.
  • Sandbox Financial Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $291K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2025.

Based on Sandbox Financial Partners's 13F filing for Q3 2025, filed 17 Oct 2025.