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

Good Life 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
2025
Q2 		$408K Buy
29,442
+10,765
+58% +$145K 0.03% 338
2025
Q1 		$270K Buy
+18,677
New +$280K 0.02% 404
2024
Q4 		– Sell
-17,420
Closed -$266K – 561
2024
Q3 		$266K Buy
+17,420
New +$268K 0.02% 495

Other funds holding KBWD

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Good Life Advisors's KBWD Position: Q2 2025 in Review

Good Life Advisors increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 58% in Q2 2025, buying an estimated $145K and bringing the position to 29,442 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #338.

Good Life Advisors first reported a position in KBWD in Q3 2024 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2025.

  • Good Life Advisors held 29,442 shares of Invesco KBW High Dividend Yield Financial ETF worth $408K as of Q2 2025.
  • Good Life Advisors bought 10,765 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2025, an estimated $145K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #338 holding.
  • Good Life Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2024 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.