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 Q2	–	Sell	-656	Closed	-$10K	–	379
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 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

Stance Capital's KBWY Position: Q2 2026 in Review

Stance Capital sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2026, closing a stake of 656 shares — an estimated $10K sold.

Stance Capital first reported a position in KBWY in Q3 2025 and held it in 2 quarters. The position peaked at $10.8K in Q3 2025. 58 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Stance Capital reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2026 after selling out during the quarter.
Stance Capital sold 656 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $10K.
Stance Capital first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and held it in 2 quarters.
Stance Capital's Invesco KBW Premium Yield Equity REIT ETF position peaked at $10.8K in Q3 2025.
58 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.