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

Harbour 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 Q1	$31.4K	Buy	2,500 +500	+25%	+$6.74K	﹤0.01%	2614
2025 Q4	$27.3K	Buy	2,000 +1,000	+100%	+$13.6K	﹤0.01%	2279
2025 Q3	$13.5K	Sell	1,000 -74	-7%	-$1.04K	﹤0.01%	2536
2025 Q2	$14.9K	Buy	+1,074	New	+$14.5K	﹤0.01%	2368
2021 Q4	$21K	Sell	1,015 -985	-49%	-$20.4K	﹤0.01%	1653
2021 Q3	$41K	Hold	2,000	–	–	﹤0.01%	1892
2021 Q2	$41K	Hold	2,000	–	–	﹤0.01%	1934
2021 Q1	$39K	Buy	+2,000	New	+$36.5K	﹤0.01%	1834

Other funds holding KBWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments's KBWD Position: Q1 2026 in Review

Harbour Investments increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 25% in Q1 2026, buying an estimated $6.74K and bringing the position to 2,500 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Harbour Investments first reported a position in KBWD in Q1 2021 and has held it in 8 quarters since. The position peaked at $41K in Q3 2021. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Harbour Investments held 2,500 shares of Invesco KBW High Dividend Yield Financial ETF worth $31.4K as of Q1 2026.
Harbour Investments bought 500 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $6.74K.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2614 holding.
Harbour Investments first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2021 and has held it in 8 quarters since.
Harbour Investments's Invesco KBW High Dividend Yield Financial ETF position peaked at $41K in Q3 2021.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.