Highline Wealth Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Highline Wealth Partners’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	$2.75K	Buy	+221	New	+$2.81K	﹤0.01%	1110
2026 Q1	–	Sell	-300	Closed	-$4.1K	–	1337
2025 Q4	$4.1K	Hold	300	–	–	﹤0.01%	617
2025 Q3	$4.06K	Buy	+300	New	+$4.2K	﹤0.01%	635

Other funds holding KBWD

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Highline Wealth Partners's KBWD Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 221 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in KBWD as recently as Q4 2025.

Highline Wealth Partners first reported a position in KBWD in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.1K in Q4 2025. 7 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Highline Wealth Partners held 221 shares of Invesco KBW High Dividend Yield Financial ETF worth $2.75K as of Q2 2026.
Invesco KBW High Dividend Yield Financial ETF was a new Highline Wealth Partners position in Q2 2026.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1110 holding.
Highline Wealth Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and has held it in 3 quarters since.
Highline Wealth Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $4.1K in Q4 2025.
7 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.