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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Gradient Investments's KBWD Position: Q2 2026 in Review

Gradient Investments increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 2.8% in Q2 2026, buying an estimated $224K and bringing the position to 642,248 shares worth $7.98M. The position accounts for 0.11% of the portfolio, ranked #160.

Gradient Investments first reported a position in KBWD in Q2 2015 and has held it in 16 quarters since. The position peaked at $8.38M in Q4 2022. 6 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

  • Gradient Investments held 642,248 shares of Invesco KBW High Dividend Yield Financial ETF worth $7.98M as of Q2 2026.
  • Gradient Investments bought 17,634 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $224K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.11% of Gradient Investments's portfolio in Q2 2026, its #160 holding.
  • Gradient Investments first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2015 and has held it in 16 quarters since.
  • Gradient Investments's Invesco KBW High Dividend Yield Financial ETF position peaked at $8.38M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.