Triumph Capital Management
KBWY icon

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

Triumph Capital Management’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
Q3 		$50 Hold
3
– – ﹤0.01% 1888
2026
Q2 		$56 Hold
3
– – ﹤0.01% 1843
2026
Q1 		$46 Hold
3
– – ﹤0.01% 1814
2025
Q4 		$46 Buy
+3
New +$46 ﹤0.01% 1750

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Heartwood Wealth Advisors
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LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Triumph Capital Management's KBWY Position: Q3 2026 in Review

Triumph Capital Management held its Invesco KBW Premium Yield Equity REIT ETF (KBWY) position steady in Q3 2026 at 3 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Triumph Capital Management first reported a position in KBWY in Q4 2025 and has held it in 4 quarters since. The position peaked at $56 in Q2 2026. 13 funds tracked by Wall St. Rank hold KBWY as of Q3 2026.

  • Triumph Capital Management held 3 shares of Invesco KBW Premium Yield Equity REIT ETF worth $50 as of Q3 2026.
  • Triumph Capital Management left its Invesco KBW Premium Yield Equity REIT ETF share count unchanged in Q3 2026.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1888 holding.
  • Triumph Capital Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Invesco KBW Premium Yield Equity REIT ETF position peaked at $56 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.