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

Spire 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 		$31.6K Hold
1,701
– – ﹤0.01% 1300
2026
Q1 		$26K Hold
1,701
– – ﹤0.01% 1343
2025
Q4 		$26.2K Hold
1,701
– – ﹤0.01% 1387
2025
Q3 		$27.1K Hold
1,701
– – ﹤0.01% 1426
2025
Q2 		$26.8K Hold
1,701
– – ﹤0.01% 1408
2025
Q1 		$28.4K Hold
1,701
– – ﹤0.01% 1495
2024
Q4 		$30.5K Sell
1,701
-3,800
-69% -$75.2K ﹤0.01% 1468
2024
Q3 		$116K Hold
5,501
– – ﹤0.01% 871
2024
Q2 		$98.1K Hold
5,501
– – ﹤0.01% 900
2024
Q1 		$99.3K Hold
5,501
– – ﹤0.01% 990
2023
Q4 		$103K Sell
5,501
-898
-14% -$16.1K ﹤0.01% 995
2023
Q3 		$112K Buy
6,399
+17
+0.3% +$319 ﹤0.01% 916
2023
Q2 		$115K Buy
6,382
+23
+0.4% +$399 ﹤0.01% 929
2023
Q1 		$117K Buy
6,359
+18
+0.3% +$365 ﹤0.01% 914
2022
Q4 		$124K Buy
+6,341
New +$127K 0.01% 672
2022
Q3 		– Sell
-6,311
Closed -$139K – 2406
2022
Q2 		$139K Buy
6,311
+13
+0.2% +$302 0.01% 898
2022
Q1 		$160K Buy
6,298
+10
+0.2% +$247 ﹤0.01% 979
2021
Q4 		$161K Buy
6,288
+10
+0.2% +$242 ﹤0.01% 1191
2021
Q3 		$145K Buy
+6,278
New +$149K ﹤0.01% 1046

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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Two Sigma Investments
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
SF
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
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q2 2026 at 1,701 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Spire Wealth Management first reported a position in KBWY in Q3 2021 and has held it in 19 quarters since. The position peaked at $161K in Q4 2021. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Spire Wealth Management held 1,701 shares of Invesco KBW Premium Yield Equity REIT ETF worth $31.6K as of Q2 2026.
  • Spire Wealth Management left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q2 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1300 holding.
  • Spire Wealth Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $161K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.