B. Riley Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

B. Riley Wealth Advisors’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	$333K	Buy	26,918 +2,269	+9%	+$28.9K	0.02%	591
2026 Q1	$302K	Buy	24,649 +86	+0.4%	+$1.16K	0.02%	586
2025 Q4	$336K	Buy	24,563 +15	+0.1%	+$204	0.02%	675
2025 Q3	$332K	Sell	24,548 -98	-0.4%	-$1.37K	0.02%	680
2025 Q2	$342K	Buy	+24,646	New	+$333K	0.02%	657
2022 Q3	–	Sell	-12,442	Closed	-$205K	–	1491
2022 Q2	$205K	Buy	12,442 +14	+0.1%	+$250	0.01%	1033
2022 Q1	$243K	Sell	12,428 -12,226	-50%	-$240K	0.01%	1119
2021 Q4	$500K	Buy	24,654 +1,781	+8%	+$36.9K	0.01%	808
2021 Q3	$466K	Buy	+22,873	New	+$468K	0.01%	809
2019 Q2	–	Sell	-9,300	Closed	-$202K	–	814
2019 Q1	$202K	Buy	+9,300	New	+$202K	0.03%	656

Other funds holding KBWD

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

B. Riley Wealth Advisors's KBWD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 9.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 26,918 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #591.

B. Riley Wealth Advisors first reported a position in KBWD in Q1 2019 and has held it in 10 quarters since. The position peaked at $500K in Q4 2021. 17 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

B. Riley Wealth Advisors held 26,918 shares of Invesco KBW High Dividend Yield Financial ETF worth $333K as of Q2 2026.
B. Riley Wealth Advisors bought 2,269 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $28.9K.
Invesco KBW High Dividend Yield Financial ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #591 holding.
B. Riley Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2019 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $500K in Q4 2021.
17 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.