Wagner Wealth Management (South Carolina)’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Wagner Wealth Management (South Carolina)’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	–	Sell	-2	Closed	-$24	–	280
2025 Q4	$24	Sell	2 -10	-83%	-$154	﹤0.01%	266
2025 Q3	$192	Hold	12	–	–	﹤0.01%	242
2025 Q2	$185	Buy	12 +1	+9%	+$16	﹤0.01%	248
2025 Q1	$192	Sell	11 -50	-82%	-$866	﹤0.01%	238
2024 Q4	$1.08K	Buy	61 +2	+3%	+$40	﹤0.01%	232
2024 Q3	$1.25K	Hold	59	–	–	﹤0.01%	217
2024 Q2	$1.05K	Buy	+59	New	+$1.03K	﹤0.01%	250

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

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KBWY Position: Q1 2026 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2026, closing a stake of 2 shares — an estimated $24 sold.

Wagner Wealth Management (South Carolina) first reported a position in KBWY in Q2 2024 and held it in 7 quarters. The position peaked at $1.25K in Q3 2024. 55 funds tracked by Wall St. Rank hold KBWY as of Q1 2026.

Wagner Wealth Management (South Carolina) reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2026, an estimated $24.
Wagner Wealth Management (South Carolina) first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q2 2024 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.25K in Q3 2024.
55 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2026, filed 24 Apr 2026.