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
2026 Q2	$4.38K	Buy	+236	New	+$4.05K	﹤0.01%	8251
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplex Trading's KBWY Position: Q2 2026 in Review

Simplex Trading opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026: 236 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #8251 among its holdings. This is a return to the name: Simplex Trading previously reported a position in KBWY as recently as Q3 2025.

Simplex Trading first reported a position in KBWY in Q2 2022 and has held it in 9 quarters since. The position peaked at $17K in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Simplex Trading held 236 shares of Invesco KBW Premium Yield Equity REIT ETF worth $4.38K as of Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF was a new Simplex Trading position in Q2 2026.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8251 holding.
Simplex Trading first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2022 and has held it in 9 quarters since.
Simplex Trading's Invesco KBW Premium Yield Equity REIT ETF position peaked at $17K in Q3 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.