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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
Q3 		$2.44K Hold
221
– – ﹤0.01% 1201
2026
Q2 		$2.74K 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
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 33.52% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Farther Finance Advisors
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

Highline Wealth Partners's KBWD Position: Q3 2026 in Review

Highline Wealth Partners held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q3 2026 at 221 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Highline Wealth Partners first reported a position in KBWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.1K in Q4 2025. 7 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

  • Highline Wealth Partners held 221 shares of Invesco KBW High Dividend Yield Financial ETF worth $2.44K as of Q3 2026.
  • Highline Wealth Partners left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q3 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1201 holding.
  • Highline Wealth Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and has held it in 4 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 Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.