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 Q1	$117K	Buy	+9,339	New	+$126K	﹤0.01%	1159

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

Ashton Thomas Private Wealth's KBWD Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2026: 9,339 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Ashton Thomas Private Wealth held 9,339 shares of Invesco KBW High Dividend Yield Financial ETF worth $117K as of Q1 2026.
Invesco KBW High Dividend Yield Financial ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1159 holding.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.