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Jefferies Financial Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Jefferies Financial Group’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 		$563K Buy
+45,344
New +$577K ﹤0.01% 1220

Other funds holding KBWD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jefferies Financial Group's KBWD Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 45,344 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

  • Jefferies Financial Group held 45,344 shares of Invesco KBW High Dividend Yield Financial ETF worth $563K as of Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF was a new Jefferies Financial Group position in Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1220 holding.
  • 60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.