Ashton Thomas Private Wealth’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Ashton Thomas Private Wealth’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 Q2	$116K	Hold	9,339	–	–	﹤0.01%	1245
2026 Q1	$117K	Buy	+9,339	New	+$126K	﹤0.01%	1159

Other funds holding KBWD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ashton Thomas Private Wealth's KBWD Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q2 2026 at 9,339 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Ashton Thomas Private Wealth first reported a position in KBWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $117K in Q1 2026. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Ashton Thomas Private Wealth held 9,339 shares of Invesco KBW High Dividend Yield Financial ETF worth $116K as of Q2 2026.
Ashton Thomas Private Wealth left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q2 2026.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1245 holding.
Ashton Thomas Private Wealth first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2026 and has held it in 2 quarters since.
Ashton Thomas Private Wealth's Invesco KBW High Dividend Yield Financial ETF position peaked at $117K in Q1 2026.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.