We are live on ! Find out more
KBWY icon

Invesco KBW Premium Yield Equity REIT ETF
KBWY

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$10.7M +$1.16M +37,491 +12%
Invesco
2
Invesco
Georgia
$6.99M +$217K +7,000 +3%
BHWA
3
Beacon Harbor Wealth Advisors
Virginia
$6.84M +$183K +5,905 +3%
Bank of America
4
Bank of America
North Carolina
$6.15M +$373K +12,046 +7%
Wells Fargo
5
Wells Fargo
California
$4.53M +$157K +5,062 +4%
AHC
6
Adell Harriman & Carpenter
Texas
$4.36M -$484K -15,606 -10%
TC
7
TAP Consulting
Missouri
$3.75M +$155K +4,993 +4%
Morgan Stanley
8
Morgan Stanley
New York
$3.46M -$174K -5,606 -5%
AAS
9
Avantax Advisory Services
Texas
$3.4M +$3.36M +108,498 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.69M -$21.3K -687 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$2.58M +$147K +4,728 +6%
BRWM
12
B. Riley Wealth Management
Tennessee
$2.44M +$2.42M +78,092 New
UBS Group
13
UBS Group
Switzerland
$2.2M -$132K -4,258 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.78M +$27.4K +884 +2%
ECA
15
Elevated Capital Advisors
Utah
$1.65M +$1.63M +52,735 New
AWM
16
AE Wealth Management
Kansas
$1.63M +$261K +8,429 +19%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.55M +$203K +6,545 +15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.49M +$891K +28,733 +152%
RJA
19
Raymond James & Associates
Florida
$1.33M +$427K +13,770 +48%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.26M +$513K +16,564 +70%
JA
21
JVL Associates
Michigan
$1.12M -$150K -4,829 -12%
AG
22
Advisor Group
Arizona
$1.08M -$989K -31,916 -48%
CS
23
Credit Suisse
Switzerland
$1.08M +$91K +2,936 +9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$891K -$174K -5,607 -16%
SS
25
Simplicity Solutions
Minnesota
$796K +$500K +16,128 +172%
1
2 3 4