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

EverSource 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 Q1	$7.4K	Hold	590	–	–	﹤0.01%	3076
2025 Q4	$8.06K	Hold	590	–	–	﹤0.01%	2906
2025 Q3	$7.98K	Hold	590	–	–	﹤0.01%	2942
2025 Q2	$8.18K	Hold	590	–	–	﹤0.01%	2945
2025 Q1	$8.53K	Hold	590	–	–	﹤0.01%	2198
2024 Q4	$8.65K	Hold	590	–	–	﹤0.01%	2076
2024 Q3	$9.02K	Hold	590	–	–	﹤0.01%	1927
2024 Q2	$9.39K	Buy	590 +200	+51%	+$3.04K	﹤0.01%	1892
2024 Q1	$5.89K	Hold	390	–	–	﹤0.01%	1968
2023 Q4	$6.18K	Hold	390	–	–	﹤0.01%	1770
2023 Q3	$5.92K	Sell	390 -45	-10%	-$714	﹤0.01%	1643
2023 Q2	$6.8K	Hold	435	–	–	﹤0.01%	1603
2023 Q1	$6.42K	Buy	435 +45	+12%	+$715	﹤0.01%	1554
2022 Q4	$5.79K	Buy	+390	New	+$5.98K	﹤0.01%	1545

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

EverSource Wealth Advisors's KBWD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q1 2026 at 590 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

EverSource Wealth Advisors first reported a position in KBWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.39K in Q2 2024. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

EverSource Wealth Advisors held 590 shares of Invesco KBW High Dividend Yield Financial ETF worth $7.4K as of Q1 2026.
EverSource Wealth 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 EverSource Wealth Advisors's portfolio in Q1 2026, its #3076 holding.
EverSource Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $9.39K in Q2 2024.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.