DHJJ Financial Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

DHJJ Financial 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 Q1	$289	Hold	23	–	–	﹤0.01%	956
2025 Q4	$315	Hold	23	–	–	﹤0.01%	911
2025 Q3	$312	Hold	23	–	–	﹤0.01%	877
2025 Q2	$320	Hold	23	–	–	﹤0.01%	853
2025 Q1	$333	Hold	23	–	–	﹤0.01%	794
2024 Q4	$338	Hold	23	–	–	﹤0.01%	762
2024 Q3	$352	Hold	23	–	–	﹤0.01%	739
2024 Q2	$346	Hold	23	–	–	﹤0.01%	692
2024 Q1	$357	Hold	23	–	–	﹤0.01%	682
2023 Q4	$365	Buy	23 +11	+92%	+$162	﹤0.01%	664
2023 Q3	$183	Buy	+12	New	+$190	﹤0.01%	721

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

DHJJ Financial Advisors's KBWD Position: Q1 2026 in Review

DHJJ Financial Advisors held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q1 2026 at 23 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #956.

DHJJ Financial Advisors first reported a position in KBWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $365 in Q4 2023. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

DHJJ Financial Advisors held 23 shares of Invesco KBW High Dividend Yield Financial ETF worth $289 as of Q1 2026.
DHJJ Financial Advisors left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q1 2026.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #956 holding.
DHJJ Financial Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $365 in Q4 2023.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.