Advyzon Investment Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Advyzon Investment Management’s Portfolio KBWD Stock Details KBWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,083	Closed	-$165K	–	704
2025 Q4	$165K	Buy	12,083 +1,332	+12%	+$18.1K	0.02%	565
2025 Q3	$145K	Sell	10,751 -87	-0.8%	-$1.22K	0.03%	472
2025 Q2	$150K	Buy	10,838 +342	+3%	+$4.62K	0.03%	377
2025 Q1	$152K	Buy	10,496 +184	+2%	+$2.76K	0.05%	269
2024 Q4	$151K	Buy	+10,312	New	+$155K	0.06%	228

Other funds holding KBWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advyzon Investment Management's KBWD Position: Q1 2026 in Review

Advyzon Investment Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2026, closing a stake of 12,083 shares — an estimated $165K sold.

Advyzon Investment Management first reported a position in KBWD in Q4 2024 and held it in 5 quarters. The position peaked at $165K in Q4 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Advyzon Investment Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2026 after selling out during the quarter.
Advyzon Investment Management sold 12,083 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $165K.
Advyzon Investment Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and held it in 5 quarters.
Advyzon Investment Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $165K in Q4 2025.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.