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Key Capital Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Key Capital 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 		$1.24K Buy
+100
New +$1.27K ﹤0.01% 640

Other funds holding KBWD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Key Capital Management's KBWD Position: Q2 2026 in Review

Key Capital Management opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 100 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

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

  • Key Capital Management held 100 shares of Invesco KBW High Dividend Yield Financial ETF worth $1.24K as of Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF was a new Key Capital Management position in Q2 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #640 holding.
  • 31 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.