SC
KBWY icon

Stance Capital’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Stance Capital’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 		$10K Buy
+656
New +$10.5K ﹤0.01% 232
2025
Q4 		– Sell
-674
Closed -$10.8K – 213
2025
Q3 		$10.8K Buy
+674
New +$10.8K ﹤0.01% 238

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
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 $374B AUM 17.66% 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

Stance Capital's KBWY Position: Q1 2026 in Review

Stance Capital opened a new position in Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026: 656 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Stance Capital previously reported a position in KBWY as recently as Q3 2025.

Stance Capital first reported a position in KBWY in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.8K in Q3 2025. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • Stance Capital held 656 shares of Invesco KBW Premium Yield Equity REIT ETF worth $10K as of Q1 2026.
  • Invesco KBW Premium Yield Equity REIT ETF was a new Stance Capital position in Q1 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Stance Capital's portfolio in Q1 2026, its #232 holding.
  • Stance Capital first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and has held it in 2 quarters since.
  • Stance Capital's Invesco KBW Premium Yield Equity REIT ETF position peaked at $10.8K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.