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

Farther Finance 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 		$174K Sell
14,045
-10,845
-44% -$138K ﹤0.01% 2350
2026
Q1 		$311K Buy
24,890
+16,763
+206% +$226K ﹤0.01% 1710
2025
Q4 		$111K Buy
8,127
+228
+3% +$3.1K ﹤0.01% 2283
2025
Q3 		$107K Sell
7,899
-2,282
-22% -$32K ﹤0.01% 2007
2025
Q2 		$141K Buy
10,181
+718
+8% +$9.7K ﹤0.01% 1574
2025
Q1 		$137K Sell
9,463
-2,632
-22% -$39.5K ﹤0.01% 1394
2024
Q4 		$177K Buy
12,095
+1,347
+13% +$20.3K 0.01% 1045
2024
Q3 		$164K Buy
10,748
+3,412
+47% +$52.4K 0.01% 1081
2024
Q2 		$109K Buy
+7,336
New +$112K 0.01% 1099

Other funds holding KBWD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's KBWD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 44% in Q2 2026, selling an estimated $138K and leaving 14,045 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Farther Finance Advisors first reported a position in KBWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $311K in Q1 2026. 6 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

  • Farther Finance Advisors held 14,045 shares of Invesco KBW High Dividend Yield Financial ETF worth $174K as of Q2 2026.
  • Farther Finance Advisors sold 10,845 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $138K.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2350 holding.
  • Farther Finance Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $311K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.