Albion Financial Group
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Albion Financial Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Albion Financial Group’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
Q3 		– Sell
-2,328
Closed -$28.9K – 816
2026
Q2 		$28.9K Buy
+2,328
New +$29.6K ﹤0.01% 332

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Simplicity Wealth
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Farther Finance Advisors
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Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Highline Wealth Partners
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DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Albion Financial Group's KBWD Position: Q3 2026 in Review

Albion Financial Group sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2026, closing a stake of 2,328 shares — an estimated $28.9K sold.

Albion Financial Group first reported a position in KBWD in Q2 2026 and held it in 1 quarter. The position peaked at $28.9K in Q2 2026. 9 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

  • Albion Financial Group reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2026 after selling out during the quarter.
  • Albion Financial Group sold 2,328 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2026, an estimated $28.9K.
  • Albion Financial Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2026 and held it in 1 quarter.
  • Albion Financial Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $28.9K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.