Westside Investment Management’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Westside Investment 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 Q2	$46.4K	Buy	2,500 +1,000	+67%	+$17.2K	0.01%	609
2026 Q1	$22.9K	Hold	1,500	–	–	﹤0.01%	856
2025 Q4	$23.1K	Buy	1,500 +500	+50%	+$7.71K	﹤0.01%	820
2025 Q3	$15.9K	Hold	1,000	–	–	﹤0.01%	965
2025 Q2	$15.7K	Hold	1,000	–	–	﹤0.01%	769
2025 Q1	$16.7K	Buy	+1,000	New	+$17.3K	﹤0.01%	604

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Westside Investment Management's KBWY Position: Q2 2026 in Review

Westside Investment Management increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 67% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,500 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #609.

Westside Investment Management first reported a position in KBWY in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold KBWY as of Q2 2026.

Westside Investment Management held 2,500 shares of Invesco KBW Premium Yield Equity REIT ETF worth $46.4K as of Q2 2026.
Westside Investment Management bought 1,000 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2026, an estimated $17.2K.
Invesco KBW Premium Yield Equity REIT ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #609 holding.
Westside Investment Management first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.