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Invesco Kbw Premium Yield Equity Reit Etf etf shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Invesco Kbw Premium Yield Equity Reit Etf etf

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All positions including Invesco Kbw Premium Yield Equity Reit Etf etf held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 318k 15.95

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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