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KBWY icon

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

Sunpointe’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 		$269K Buy
14,495
+26
+0.2% +$447 0.08% 220
2026
Q1 		$221K Buy
14,469
+27
+0.2% +$433 0.07% 243
2025
Q4 		$223K Sell
14,442
-4,704
-25% -$72.5K 0.07% 235
2025
Q3 		$305K Buy
19,146
+18
+0.1% +$287 0.11% 174
2025
Q2 		$301K Buy
19,128
+17
+0.1% +$264 0.12% 166
2025
Q1 		$319K Buy
+19,111
New +$331K 0.17% 113

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

Sunpointe's KBWY Position: Q2 2026 in Review

Sunpointe increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 0.18% in Q2 2026, buying an estimated $447 and bringing the position to 14,495 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #220.

Sunpointe first reported a position in KBWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $319K in Q1 2025. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

  • Sunpointe held 14,495 shares of Invesco KBW Premium Yield Equity REIT ETF worth $269K as of Q2 2026.
  • Sunpointe bought 26 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $447.
  • Invesco KBW Premium Yield Equity REIT ETF made up 0.08% of Sunpointe's portfolio in Q2 2026, its #220 holding.
  • Sunpointe first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • Sunpointe's Invesco KBW Premium Yield Equity REIT ETF position peaked at $319K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.