Great Valley Advisor Group
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Great Valley Advisor Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Great Valley Advisor Group’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 		$285K Buy
+25,809
New +$315K ﹤0.01% 933

Other funds holding KBWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Endowment Wealth Management
Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Great Valley Advisor Group's KBWD Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2026: 25,809 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

32 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

  • Great Valley Advisor Group held 25,809 shares of Invesco KBW High Dividend Yield Financial ETF worth $285K as of Q3 2026.
  • Invesco KBW High Dividend Yield Financial ETF was a new Great Valley Advisor Group position in Q3 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #933 holding.
  • 32 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.