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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IMG Wealth Management's KBWD Position: Q1 2026 in Review

IMG Wealth Management increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 15% in Q1 2026, buying an estimated $2.87K and bringing the position to 1,663 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #237.

IMG Wealth Management first reported a position in KBWD in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

  • IMG Wealth Management held 1,663 shares of Invesco KBW High Dividend Yield Financial ETF worth $20.9K as of Q1 2026.
  • IMG Wealth Management bought 213 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $2.87K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #237 holding.
  • IMG Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.