Steward Partners Investment Advisory’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Steward Partners Investment Advisory’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	$9.54K	Buy	514 +5	+1%	+$86	﹤0.01%	3757
2026 Q1	$7.78K	Hold	509	–	–	﹤0.01%	3647
2025 Q4	$7.86K	Hold	509	–	–	﹤0.01%	3543
2025 Q3	$8.12K	Hold	509	–	–	﹤0.01%	3488
2025 Q2	$8.01K	Sell	509 -1,262	-71%	-$19.6K	﹤0.01%	3309
2025 Q1	$29.6K	Buy	+1,771	New	+$30.7K	﹤0.01%	2638
2019 Q4	–	Sell	-25	Closed	–	–	2669
2019 Q3	$0	Buy	+25	New	+$747	﹤0.01%	2693
2018 Q1	–	Sell	-1,328	Closed	-$47K	–	2268
2017 Q4	$47K	Buy	1,328 +167	+14%	+$6.11K	﹤0.01%	850
2017 Q3	$43K	Buy	1,161 +259	+29%	+$9.56K	﹤0.01%	731
2017 Q2	$33K	Buy	902 +27	+3%	+$1.01K	﹤0.01%	737
2017 Q1	$32K	Buy	+875	New	+$32.8K	﹤0.01%	647

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

Steward Partners Investment Advisory's KBWY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 0.98% in Q2 2026, buying an estimated $86 and bringing the position to 514 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3757.

Steward Partners Investment Advisory first reported a position in KBWY in Q1 2017 and has held it in 11 quarters since. The position peaked at $47K in Q4 2017. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Steward Partners Investment Advisory held 514 shares of Invesco KBW Premium Yield Equity REIT ETF worth $9.54K as of Q2 2026.
Steward Partners Investment Advisory bought 5 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $86.
Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3757 holding.
Steward Partners Investment Advisory first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2017 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Invesco KBW Premium Yield Equity REIT ETF position peaked at $47K in Q4 2017.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.