KBWY INVESCO EXCH TRADED FD TR II
FollowKBW PREM YIELD (fund)
Filings received so far for Q3 2026: 4 13F filers report a position in KBWY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 155,081 | $2.58M | 0.2% | +577 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 93,222 | $1.53M | 0.07% | new | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 63,115 | $1.05M | 0.03% | +4,684 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,118 | $102K | <0.01% | +74 | 13F-HRTimeline |