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Founders Financial Alliance’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Founders Financial Alliance’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 		$74.9K Buy
5,973
+282
+5% +$3.8K 0.01% 480
2025
Q4 		$77.8K Sell
5,691
-718
-11% -$9.77K 0.01% 408
2025
Q3 		$86.7K Sell
6,409
-1,111
-15% -$15.6K 0.02% 447
2025
Q2 		$104K Hold
7,520
– – 0.02% 349
2025
Q1 		$109K Buy
7,520
+30
+0.4% +$450 0.03% 379
2024
Q4 		$110K Buy
7,490
+687
+10% +$10.4K 0.03% 315
2024
Q3 		$104K Buy
6,803
+1,283
+23% +$19.7K 0.03% 329
2024
Q2 		$83K Buy
5,520
+165
+3% +$2.51K 0.02% 338
2024
Q1 		$82.9K Buy
5,355
+520
+11% +$7.96K 0.02% 344
2023
Q4 		$76.7K Buy
4,835
+1,510
+45% +$22.2K 0.03% 311
2023
Q3 		$50.5K Buy
3,325
+390
+13% +$6.19K 0.02% 320
2023
Q2 		$45.9K Buy
2,935
+270
+10% +$3.96K 0.02% 348
2023
Q1 		$39.3K Buy
2,665
+455
+21% +$7.23K 0.02% 325
2022
Q4 		$32.8K Buy
2,210
+161
+8% +$2.47K 0.02% 361
2022
Q3 		$28K Buy
2,049
+291
+17% +$4.96K 0.01% 367
2022
Q2 		$29K Buy
1,758
+878
+100% +$15.7K 0.01% 381
2022
Q1 		$17K Hold
880
– – 0.01% 368
2021
Q4 		$18K Hold
880
– – 0.01% 405
2021
Q3 		$18K Hold
880
– – 0.01% 378
2021
Q2 		$18K Hold
880
– – 0.01% 397
2021
Q1 		$18K Hold
880
– – 0.01% 379
2020
Q4 		$15K Hold
880
– – 0.01% 352
2020
Q3 		$12K Buy
+880
New +$12K 0.01% 710

Other funds holding KBWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Founders Financial Alliance's KBWD Position: Q1 2026 in Review

Founders Financial Alliance increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 5% in Q1 2026, buying an estimated $3.8K and bringing the position to 5,973 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #480.

Founders Financial Alliance first reported a position in KBWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $110K in Q4 2024. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

  • Founders Financial Alliance held 5,973 shares of Invesco KBW High Dividend Yield Financial ETF worth $74.9K as of Q1 2026.
  • Founders Financial Alliance bought 282 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $3.8K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #480 holding.
  • Founders Financial Alliance first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Invesco KBW High Dividend Yield Financial ETF position peaked at $110K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.