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 Q3	–	Sell	-26,918	Closed	-$333K	–	1127
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	Sell	24,646 -1,784	-7%	-$24.1K	0.02%	657
2025 Q1	$382K	Buy	+26,430	New	+$397K	0.01%	861
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 $7B AUM 14.85% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

B. Riley Wealth Advisors's KBWD Position: Q3 2026 in Review

B. Riley Wealth Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2026, closing a stake of 26,918 shares — an estimated $333K sold.

B. Riley Wealth Advisors first reported a position in KBWD in Q1 2019 and held it in 11 quarters. The position peaked at $500K in Q4 2021. 16 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

B. Riley Wealth Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 26,918 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2026, an estimated $333K.
B. Riley Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2019 and held it in 11 quarters.
B. Riley Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $500K in Q4 2021.
16 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.