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Invesco Kbw Premium Yield Equity Reit Etf etf shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 71k 18.57
2019-12-31 $309k 9.9k 31.19
2019-09-30 $310k 9.9k 31.20
2019-06-30 $297k 9.9k 30.09

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Schwab Strategic Tr Fundamental Us L (FNDX)
Bluerock Pvt Real Estate (BPRE)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Tcw Etf Trust Flexible Income (FLXR)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Pasadena Private Wealth

Top funds holding Invesco Kbw Premium Yield Equity Reit Etf etf

Morgan Stanley
LPL Financial
Fifth Third Securities
Two Sigma Investments
Heartwood Wealth Advisors
Summit Financial
Bank of America Corporation
Ameriprise Financial
Lee Munder Capital Group
Wells Fargo & Company
Envestnet Asset Management
Jane Street
Pasadena Private Wealth
Massmutual Trust
Advisor Group Holdings

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