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Integrity Alliance’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Integrity Alliance’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
2025
Q2 		– Sell
-10,615
Closed -$153K – 580
2025
Q1 		$153K Buy
+10,615
New +$159K 0.01% 607

Other funds holding KBWD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrity Alliance's KBWD Position: Q2 2025 in Review

Integrity Alliance sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2025, closing a stake of 10,615 shares — an estimated $153K sold.

Integrity Alliance first reported a position in KBWD in Q1 2025 and held it in 1 quarter. The position peaked at $153K in Q1 2025. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2025.

  • Integrity Alliance reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2025 after selling out during the quarter.
  • Integrity Alliance sold 10,615 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2025, an estimated $153K.
  • Integrity Alliance first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2025 and held it in 1 quarter.
  • Integrity Alliance's Invesco KBW High Dividend Yield Financial ETF position peaked at $153K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2025.

Based on Integrity Alliance's 13F filing for Q2 2025, filed 4 Aug 2025.