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

Allworth Financial’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
2025
Q4 		– Sell
-1,144
Closed -$15.5K – 5172
2025
Q3 		$15.5K Buy
+1,144
New +$16K ﹤0.01% 2861

Other funds holding KBWD

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allworth Financial's KBWD Position: Q4 2025 in Review

Allworth Financial sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2025, closing a stake of 1,144 shares — an estimated $15.5K sold.

Allworth Financial first reported a position in KBWD in Q3 2025 and held it in 1 quarter. The position peaked at $15.5K in Q3 2025. 66 funds tracked by Wall St. Rank hold KBWD as of Q4 2025.

  • Allworth Financial reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 1,144 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2025, an estimated $15.5K.
  • Allworth Financial first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's Invesco KBW High Dividend Yield Financial ETF position peaked at $15.5K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.