Gradient Investments’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Gradient Investments’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 Q3	$7.16M	Buy	647,708 +5,460	+0.9%	+$66.7K	0.1%	165
2026 Q2	$7.98M	Buy	642,248 +17,634	+3%	+$224K	0.11%	160
2026 Q1	$7.83M	Buy	624,614 +75,418	+14%	+$1.02M	0.12%	155
2025 Q4	$7.5M	Buy	549,196 +11,530	+2%	+$157K	0.12%	164
2025 Q3	$7.27M	Buy	537,666 +13,824	+3%	+$194K	0.12%	160
2025 Q2	$7.27M	Buy	523,842 +40,206	+8%	+$543K	0.13%	154
2025 Q1	$6.99M	Buy	483,636 +31,459	+7%	+$472K	0.14%	149
2024 Q4	$6.63M	Buy	452,177 +26,636	+6%	+$401K	0.13%	138
2024 Q3	$6.5M	Buy	425,541 +31,110	+8%	+$478K	0.14%	136
2024 Q2	$5.93M	Buy	394,431 +61,271	+18%	+$932K	0.13%	138
2024 Q1	$5.16M	Buy	333,160 +44,933	+16%	+$688K	0.12%	135
2023 Q4	$4.57M	Buy	288,227 +19,542	+7%	+$288K	0.11%	144
2023 Q3	$4.08M	Sell	268,685 -4,984	-2%	-$79.1K	0.11%	138
2023 Q2	$4.28M	Buy	273,669 +15,460	+6%	+$227K	0.11%	138
2023 Q1	$3.81M	Sell	258,209 -305,832	-54%	-$4.86M	0.1%	141
2022 Q4	$8.38M	Buy	+564,041	New	+$8.64M	0.26%	117
2015 Q3	–	Sell	-31	Closed	-$1K	–	647
2015 Q2	$1K	Buy	+31	New	+$781	﹤0.01%	575

Other funds holding KBWD

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Gradient Investments's KBWD Position: Q3 2026 in Review

Gradient Investments increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 0.85% in Q3 2026, buying an estimated $66.7K and bringing the position to 647,708 shares worth $7.16M. The position accounts for 0.1% of the portfolio, ranked #165.

Gradient Investments first reported a position in KBWD in Q2 2015 and has held it in 17 quarters since. The position peaked at $8.38M in Q4 2022. 7 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

Gradient Investments held 647,708 shares of Invesco KBW High Dividend Yield Financial ETF worth $7.16M as of Q3 2026.
Gradient Investments bought 5,460 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2026, an estimated $66.7K.
Invesco KBW High Dividend Yield Financial ETF made up 0.1% of Gradient Investments's portfolio in Q3 2026, its #165 holding.
Gradient Investments first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2015 and has held it in 17 quarters since.
Gradient Investments's Invesco KBW High Dividend Yield Financial ETF position peaked at $8.38M in Q4 2022.
7 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.