IMG Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

IMG Wealth Management’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	$15.5K	Sell	1,249 -414	-25%	-$5.27K	0.01%	268
2026 Q1	$20.9K	Buy	1,663 +213	+15%	+$2.87K	0.01%	237
2025 Q4	$19.8K	Buy	1,450 +15	+1%	+$204	0.01%	238
2025 Q3	$19.4K	Buy	1,435 +73	+5%	+$1.02K	0.01%	206
2025 Q2	$18.9K	Buy	1,362 +159	+13%	+$2.15K	0.01%	203
2025 Q1	$17.4K	Buy	1,203 +253	+27%	+$3.8K	0.02%	198
2024 Q4	$13.9K	Buy	+950	New	+$14.3K	0.01%	187

Other funds holding KBWD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMG Wealth Management's KBWD Position: Q2 2026 in Review

IMG Wealth Management reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 25% in Q2 2026, selling an estimated $5.27K and leaving 1,249 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #268.

IMG Wealth Management first reported a position in KBWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.9K in Q1 2026. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

IMG Wealth Management held 1,249 shares of Invesco KBW High Dividend Yield Financial ETF worth $15.5K as of Q2 2026.
IMG Wealth Management sold 414 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $5.27K.
Invesco KBW High Dividend Yield Financial ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #268 holding.
IMG Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $20.9K in Q1 2026.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.