UCFA
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United Capital Financial Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

United Capital Financial Advisors’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
Q1 		$204K Sell
13,350
-5,150
-28% -$82.5K ﹤0.01% 1546
2025
Q4 		$285K Sell
18,500
-7,650
-29% -$118K ﹤0.01% 1189
2025
Q3 		$417K Sell
26,150
-6,700
-20% -$107K ﹤0.01% 918
2025
Q2 		$517K Sell
32,850
-6,628
-17% -$103K ﹤0.01% 769
2025
Q1 		$659K Sell
39,478
-290
-0.7% -$5.02K 0.01% 674
2024
Q4 		$712K Sell
39,768
-1,170
-3% -$23.2K 0.01% 634
2024
Q3 		$864K Sell
40,938
-3,035
-7% -$60.5K 0.01% 578
2024
Q2 		$784K Sell
43,973
-9,550
-18% -$167K 0.01% 589
2024
Q1 		$966K Sell
53,523
-1,398
-3% -$25.3K 0.01% 568
2023
Q4 		$1.11M Sell
54,921
-3,825
-7% -$68.8K 0.01% 535
2023
Q3 		$1.03M Sell
58,746
-3,859
-6% -$72.4K 0.01% 507
2023
Q2 		$1.12M Buy
62,605
+8,665
+16% +$150K 0.01% 525
2023
Q1 		$991K Buy
53,940
+335
+0.6% +$6.8K 0.01% 575
2022
Q4 		$1.04M Buy
53,605
+23,715
+79% +$475K 0.01% 602
2022
Q3 		$567K Buy
29,890
+2,195
+8% +$49K ﹤0.01% 738
2022
Q2 		$612K Buy
+27,695
New +$643K ﹤0.01% 748
2018
Q4 		– Sell
-6,041
Closed -$205K – 1336
2018
Q3 		$205K Buy
+6,041
New +$212K ﹤0.01% 1243
2016
Q4 		– Sell
-679,152
Closed -$24.4M – 1287
2016
Q3 		$24.4M Buy
+679,152
New +$25.2M 0.24% 95

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $124B AUM 33.93% 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 $7.85B AUM 20.99% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

United Capital Financial Advisors's KBWY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 28% in Q1 2026, selling an estimated $82.5K and leaving 13,350 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

United Capital Financial Advisors first reported a position in KBWY in Q3 2016 and has held it in 18 quarters since. The position peaked at $24.4M in Q3 2016. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

  • United Capital Financial Advisors held 13,350 shares of Invesco KBW Premium Yield Equity REIT ETF worth $204K as of Q1 2026.
  • United Capital Financial Advisors sold 5,150 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $82.5K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1546 holding.
  • United Capital Financial Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2016 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $24.4M in Q3 2016.
  • 55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.