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Summit Financial’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Summit Financial’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 		$2.77M Buy
149,371
+4,760
+3% +$81.8K 0.03% 528
2026
Q1 		$2.21M Sell
144,611
-186,586
-56% -$2.99M 0.03% 549
2025
Q4 		$5.11M Buy
331,197
+13,134
+4% +$203K 0.08% 256
2025
Q3 		$5.07M Buy
+318,063
New +$5.08M 0.08% 251

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's KBWY Position: Q2 2026 in Review

Summit Financial increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 3.3% in Q2 2026, buying an estimated $81.8K and bringing the position to 149,371 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #528.

Summit Financial first reported a position in KBWY in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.11M in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Summit Financial held 149,371 shares of Invesco KBW Premium Yield Equity REIT ETF worth $2.77M as of Q2 2026.
  • Summit Financial bought 4,760 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $81.8K.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #528 holding.
  • Summit Financial first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Invesco KBW Premium Yield Equity REIT ETF position peaked at $5.11M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.