GRP
KBWD icon

Global Retirement Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Global Retirement Partners’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 		$10.3K Buy
+828
New +$10.5K ﹤0.01% 3378
2025
Q4 		$10.6K Sell
775
-2,975
-79% -$40.5K ﹤0.01% 3128
2025
Q3 		$50.7K Buy
3,750
+3,023
+416% +$42.4K ﹤0.01% 1882
2025
Q2 		$10.1K Buy
+727
New +$9.82K ﹤0.01% 2602
2024
Q4 		$12K Buy
820
+20
+3% +$301 ﹤0.01% 2324
2024
Q3 		$12.2K Buy
800
+156
+24% +$2.4K ﹤0.01% 2207
2024
Q2 		$9.68K Buy
644
+20
+3% +$304 ﹤0.01% 2339
2024
Q1 		$9.67K Buy
624
+17
+3% +$260 ﹤0.01% 2142
2023
Q4 		$9.61K Buy
607
+18
+3% +$265 ﹤0.01% 2085
2023
Q3 		$8.43K Sell
589
-1,128
-66% -$17.9K ﹤0.01% 2015
2023
Q2 		$26.8K Buy
1,717
+597
+53% +$8.77K ﹤0.01% 1548
2023
Q1 		$15.7K Buy
1,120
+42
+4% +$668 ﹤0.01% 1744
2022
Q4 		$16K Buy
+1,078
New +$16.5K ﹤0.01% 1568
2021
Q3 		– Sell
-490
Closed -$10K – 2029
2021
Q2 		$10K Hold
490
– – ﹤0.01% 1377
2021
Q1 		$10K Hold
490
– – ﹤0.01% 1295
2020
Q4 		$8K Hold
490
– – ﹤0.01% 1322
2020
Q3 		$7K Hold
490
– – ﹤0.01% 1245
2020
Q2 		$7K Hold
490
– – ﹤0.01% 1207
2020
Q1 		$5K Hold
490
– – ﹤0.01% 1228
2019
Q4 		$11K Hold
490
– – ﹤0.01% 1131
2019
Q3 		$10K Hold
490
– – ﹤0.01% 1119
2019
Q2 		$11K Hold
490
– – ﹤0.01% 1079
2019
Q1 		$11K Hold
490
– – ﹤0.01% 1028
2018
Q4 		$10K Sell
490
-1,953
-80% -$42.1K ﹤0.01% 969
2018
Q3 		$56K Buy
2,443
+412
+20% +$9.67K 0.01% 527
2018
Q2 		$47K Sell
2,031
-234
-10% -$5.42K 0.01% 557
2018
Q1 		$51K Hold
2,265
– – 0.01% 519
2017
Q4 		$53K Sell
2,265
-598
-21% -$14.2K 0.01% 483
2017
Q3 		$69K Buy
2,863
+576
+25% +$13.7K 0.03% 372
2017
Q2 		$56K Buy
2,287
+124
+6% +$2.98K 0.03% 393
2017
Q1 		$52K Buy
2,163
+1,078
+99% +$25.6K 0.03% 374
2016
Q4 		$25K Buy
+1,085
New +$24.3K 0.02% 470

Other funds holding KBWD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's KBWD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 828 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #3378 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KBWD as recently as Q4 2025.

Global Retirement Partners first reported a position in KBWD in Q4 2016 and has held it in 32 quarters since. The position peaked at $69K in Q3 2017. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

  • Global Retirement Partners held 828 shares of Invesco KBW High Dividend Yield Financial ETF worth $10.3K as of Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3378 holding.
  • Global Retirement Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2016 and has held it in 32 quarters since.
  • Global Retirement Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $69K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.