Invesco KBW Premium Yield EQ (KBWY)

CUSIP: 46138E594 | NYSE | 243 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Fifth Third Securities, Inc.358,434

0.3% of portfolio$6.0M

Heartwood Wealth Advisors LLC155,081

0.2% of portfolio$2.6M

Lmcg Investments, LLC126,661

0.1% of portfolio$2.1M

Sound Income Strategies, LLC93,222

0.1% of portfolio$1.5M

MassMutual Private Wealth & Trust, FSB63,115

0.0% of portfolio$1.1M

Cambridge Investment Research Advisors, Inc.49,689

0.0% of portfolio$827.0K

Kestra Advisory Services, LLC22,538

0.0% of portfolio$375.0K

Financial Management Professionals, Inc.13,056

0.0% of portfolio$217.3K

Farther Finance Advisors, LLC6,118

0.0% of portfolio$101.8K

Fifth Third Bancorp4,943

0.0% of portfolio$82.3K

Ascentis Independent Advisors4,230

0.0% of portfolio$70.4K

Westside Investment Management, Inc.2,500

0.0% of portfolio$41.6K

PNC Financial Services Group, Inc.1,955

0.0% of portfolio$32.5K

Allspring Global Investments Holdings, LLC1,785

0.0% of portfolio$29.5K

Latitude Advisors, LLC1,671

0.0% of portfolio$27.8K

Private Trust Co NA983

0.0% of portfolio$16.4K

Harbor Investment Advisory, LLC745

0.0% of portfolio$12.4K

US Bancorp \de\450

0.0% of portfolio$7.5K

EverSource Wealth Advisors, LLC360

0.0% of portfolio$6.0K

Simplex Trading, LLC310

0.0% of portfolio$5.2K

Assetmark, Inc225

0.0% of portfolio$3.7K

Parallel Advisors, LLC61

0.0% of portfolio$1.0K

Blue Trust, Inc.7

0.0% of portfolio$118

Triumph Capital Management3

0.0% of portfolio$50

				Style	Turnover	Location	Filed
Fifth Third Securities, Inc.	358,434	$6.0M	0.3%	ETF	Low	Cincinnati, OH	2026-10-21
Heartwood Wealth Advisors LLC	155,081	$2.6M	0.2%	ETF	Low	Richmond, VA	2026-10-05
Lmcg Investments, LLC	126,661	$2.1M	0.1%	Core	Low	Boston, MA	2026-10-21
Sound Income Strategies, LLC	93,222	$1.5M	0.1%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
MassMutual Private Wealth & Trust, FSB	63,115	$1.1M	0.0%	Core	Low	Springfield, MA	2026-10-05
Cambridge Investment Research Advisors, Inc.	49,689	$827.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Kestra Advisory Services, LLC	22,538	$375.0K	0.0%	Core	Low	Austin, TX	2026-11-02
Financial Management Professionals, Inc.	13,056	$217.3K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Farther Finance Advisors, LLC	6,118	$101.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Fifth Third Bancorp	4,943	$82.3K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Ascentis Independent Advisors	4,230	$70.4K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Westside Investment Management, Inc.	2,500	$41.6K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
PNC Financial Services Group, Inc.	1,955	$32.5K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Allspring Global Investments Holdings, LLC	1,785	$29.5K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Latitude Advisors, LLC	1,671	$27.8K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Private Trust Co NA	983	$16.4K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Harbor Investment Advisory, LLC	745	$12.4K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
US Bancorp \de\	450	$7.5K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
EverSource Wealth Advisors, LLC	360	$6.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Simplex Trading, LLC	310	$5.2K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Assetmark, Inc	225	$3.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
Parallel Advisors, LLC	61	$1.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Blue Trust, Inc.	7	$118	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Triumph Capital Management	3	$50	0.0%	ETF	Medium	Denver, CO	2026-10-14