Invesco KBW Premium Yield Equity Fund (KBWY)
NASDAQ (NMS) NASDAQ (NMS) Primary 
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KBWY Chart
KBWY Up 20% This Year, But The Real Test Comes When Rent Rolls Reset
Income hunters know Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) as one of the highest-yielding equity REIT funds on the market, with a 30-day SEC yield of 8.26% and a 12-month distribution rate of 8.6%.
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
A smart beta exchange traded fund, the Invesco KBW Premium Yield Equity REIT ETF (KBWY) debuted on 12/02/2010, and offers broad exposure to the Real Estate ETFs category of the market.
Small REIT ETF paying monthly dividends faces refinancing squeeze as rates hold steady
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) delivers an outsized monthly dividend from small- and mid-cap U.S.
Invesco KBW Premium Yield Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,207 | $51,151.65 | $60,147.28 | $8,995.63 | 17.59% |
 Jeff Ameen Spire Wealth Management | 1,701 | $33,062.81 | $31,672.62 | -$1,390.19 | -4.2% |
 Christopher C. Powers Farther Finance Advisors, LLC | 5,971 | $90,995 | $114,284.94 | $23,289.94 | 25.59% |
 Angela Pompian Sunpointe, LLC | 14,469 | $241,414.19 | $276,574.93 | $35,160.74 | 14.56% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,750 | $31,343 | $33,617.5 | $2,274.5 | 7.26% |
Invesco KBW Premium Yield Equity Fund (KBWY) FAQ
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Invesco KBW Premium Yield Equity Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company specializes in investment opportunities within the real estate sector, primarily focusing on real estate investment trusts (REITs) of small- and mid-capitalization sizes. Their investment strategy emphasizes the allocation of assets into securities that are part of a carefully selected underlying index. This index, which is modified-dividend yield-weighted, consists of domestic equity REITs identified for their competitive dividend yields. The company is committed to investing at least 90% of its total assets in the securities that make up this index, demonstrating a strong focus on providing investors with access to high-yield opportunities in the real estate market.
Products and Services
- Index-Based REIT Investment Fund
This product offers investors a focused entry point into the small and mid-cap real estate market through a fund that invests at least 90% of its assets in securities from an underlying index of domestic equity REITs. The selection process for these REITs emphasizes not only their size but also their ability to offer competitive dividend yields, making the fund an attractive option for income-focused investors.
- Dividend Yield-Weighted Investment Strategy
Distinct from more traditional investment approaches, this service revolves around a modified-dividend yield-weighting methodology. Such an approach ensures that the fund’s investments prioritize REITs with notable dividend yields, adjusting the weight of each investment based on this criteria. This method aims to strike a balance between offering potentially higher income through dividends and maintaining a diversified portfolio within the small- to mid-cap real estate sector.
