Ameritas Advisory Services’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Ameritas Advisory Services’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	-2,761	Closed	-$37.4K	–	1581
2025 Q3	$37.4K	Sell	2,761 -850	-24%	-$11.9K	﹤0.01%	1198
2025 Q2	$50.1K	Buy	+3,611	New	+$48.8K	﹤0.01%	1308
2023 Q2	–	Sell	-4,467	Closed	-$65.9K	–	1632
2023 Q1	$65.9K	Buy	+4,467	New	+$71K	﹤0.01%	1160

Other funds holding KBWD

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameritas Advisory Services's KBWD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2025, closing a stake of 2,761 shares — an estimated $37.4K sold.

Ameritas Advisory Services first reported a position in KBWD in Q1 2023 and held it in 3 quarters. The position peaked at $65.9K in Q1 2023. 66 funds tracked by Wall St. Rank hold KBWD as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,761 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2025, an estimated $37.4K.
Ameritas Advisory Services first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco KBW High Dividend Yield Financial ETF position peaked at $65.9K in Q1 2023.
66 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.