SHP Wealth Management
KBWY icon

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
Q2 		– Sell
-1,000
Closed -$15.3K – 2037
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Summit Financial
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
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SHP Wealth Management's KBWY Position: Q2 2026 in Review

SHP Wealth Management sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026, closing a stake of 1,000 shares — an estimated $15.3K sold.

SHP Wealth Management first reported a position in KBWY in Q4 2025 and held it in 2 quarters. The position peaked at $15.4K in Q4 2025. 58 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • SHP Wealth Management reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,000 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $15.3K.
  • SHP Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $15.4K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.