Simplex Trading
KBWY icon

Simplex Trading’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Simplex Trading’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
-1,086
Closed -$17K – 9320
2025
Q3 		$17K Buy
1,086
+24
+2% +$383 ﹤0.01% 7467
2025
Q2 		$16K Buy
1,062
+676
+175% +$10.5K ﹤0.01% 6959
2025
Q1 		$6K Buy
+386
New +$6.69K ﹤0.01% 7450
2024
Q4 		– Sell
-675
Closed -$14K – 9083
2024
Q3 		$14K Buy
675
+264
+64% +$5.26K ﹤0.01% 6948
2024
Q2 		$7K Buy
411
+71
+21% +$1.24K ﹤0.01% 7677
2024
Q1 		$6K Buy
340
+177
+109% +$3.2K ﹤0.01% 7920
2023
Q4 		$3K Buy
+163
New +$2.93K ﹤0.01% 8098
2022
Q3 		– Sell
-37
Closed – – 10402
2022
Q2 		$0 Buy
+37
New +$859 ﹤0.01% 10512

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
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

Simplex Trading's KBWY Position: Q4 2025 in Review

Simplex Trading sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2025, closing a stake of 1,086 shares — an estimated $17K sold.

Simplex Trading first reported a position in KBWY in Q2 2022 and held it in 8 quarters. The position peaked at $17K in Q3 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q4 2025.

  • Simplex Trading reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 1,086 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2025, an estimated $17K.
  • Simplex Trading first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2022 and held it in 8 quarters.
  • Simplex Trading's Invesco KBW Premium Yield Equity REIT ETF position peaked at $17K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.