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Invesco Kbw Premium Yield Equity Reit Etf etf shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Invesco Kbw Premium Yield Equity Reit Etf etf (KBWY) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Invesco Kbw Premium Yield Equity Reit Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Kbw Premium Yield Equity Reit Etf etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Kbw Premium Yield Equity Reit Etf etf by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 118k 15.95
2025-06-30 $1.7M 109k 15.73

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Invesco Kbw Premium Yield Equity Reit Etf etf

LPL Financial
Morgan Stanley
Summit Financial
Fifth Third Securities
Heartwood Wealth Advisors
Wells Fargo & Company
Lee Munder Capital Group
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
Tower Research Capital
Jane Street
Massmutual Trust
United Capital Financial Advisers
Mariner Wealth Advisors

View all funds holding Invesco Kbw Premium Yield Equity Reit Etf etf