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SHP Wealth Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

SHP Wealth 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
2026
Q1 		$15.3K Hold
1,000
– – ﹤0.01% 794
2025
Q4 		$15.4K Buy
+1,000
New +$15.4K ﹤0.01% 736

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 $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 $124B AUM 33.93% 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 $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SHP Wealth Management's KBWY Position: Q1 2026 in Review

SHP Wealth Management held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q1 2026 at 1,000 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

SHP Wealth Management first reported a position in KBWY in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q4 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Invesco KBW Premium Yield Equity REIT ETF worth $15.3K as of Q1 2026.
  • SHP Wealth Management left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q1 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #794 holding.
  • SHP Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $15.4K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.