Kingswood Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Kingswood Wealth Advisors’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	$1.33M	Buy	105,751 +50,985	+93%	+$687K	0.06%	311
2025 Q4	$748K	Buy	54,766 +1,086	+2%	+$14.8K	0.04%	413
2025 Q3	$726K	Buy	53,680 +11,239	+26%	+$158K	0.04%	378
2025 Q2	$589K	Buy	42,441 +13,695	+48%	+$185K	0.05%	370
2025 Q1	$415K	Buy	+28,746	New	+$432K	0.04%	446

Other funds holding KBWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingswood Wealth Advisors's KBWD Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 93% in Q1 2026, buying an estimated $687K and bringing the position to 105,751 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #311.

Kingswood Wealth Advisors first reported a position in KBWD in Q1 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Kingswood Wealth Advisors held 105,751 shares of Invesco KBW High Dividend Yield Financial ETF worth $1.33M as of Q1 2026.
Kingswood Wealth Advisors bought 50,985 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $687K.
Invesco KBW High Dividend Yield Financial ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #311 holding.
Kingswood Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.