Summit Financial, LLC
Position in KBWY — Invesco KBW Premium Yield Equity REIT ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in KBWY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWY | $2,209,656 | 144,611 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 KBWY | $5,110,369 | 331,197 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 KBWY | $5,073,104 | 318,063 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||