Atria Wealth Solutions’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Atria Wealth Solutions’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 Q2	$760K	Buy	54,812 +5,190	+10%	+$70.1K	0.02%	746
2025 Q1	$717K	Buy	49,622 +294	+0.6%	+$4.41K	0.01%	1015
2024 Q4	$724K	Buy	49,328 +1,777	+4%	+$26.8K	0.01%	1059
2024 Q3	$727K	Buy	47,551 +2,372	+5%	+$36.4K	0.01%	1051
2024 Q2	$679K	Sell	45,179 -1,466	-3%	-$22.3K	0.01%	1071
2024 Q1	$723K	Buy	46,645 +4,801	+11%	+$73.5K	0.01%	1063
2023 Q4	$664K	Sell	41,844 -18,304	-30%	-$269K	0.01%	1067
2023 Q3	$914K	Sell	60,148 -2,610	-4%	-$41.4K	0.01%	860
2023 Q2	$981K	Buy	62,758 +6,406	+11%	+$94.1K	0.01%	839
2023 Q1	$831K	Buy	56,352 +347	+0.6%	+$5.51K	0.01%	871
2022 Q4	$832K	Buy	56,005 +12,961	+30%	+$199K	0.01%	840
2022 Q3	$597K	Buy	43,044 +16,650	+63%	+$284K	0.01%	932
2022 Q2	$433K	Sell	26,394 -13,196	-33%	-$235K	0.01%	1045
2022 Q1	$773K	Buy	+39,590	New	+$778K	0.01%	833

Other funds holding KBWD

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's KBWD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 10% in Q2 2025, buying an estimated $70.1K and bringing the position to 54,812 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #746.

Atria Wealth Solutions first reported a position in KBWD in Q1 2022 and has held it in 14 quarters since. The position peaked at $981K in Q2 2023. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2025.

Atria Wealth Solutions held 54,812 shares of Invesco KBW High Dividend Yield Financial ETF worth $760K as of Q2 2025.
Atria Wealth Solutions bought 5,190 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2025, an estimated $70.1K.
Invesco KBW High Dividend Yield Financial ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #746 holding.
Atria Wealth Solutions first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco KBW High Dividend Yield Financial ETF position peaked at $981K in Q2 2023.
79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.