KWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$589K Buy
42,441
+13,695
+48% +$190K 0.05% 370
2025
Q1 		$415K Buy
+28,746
New +$415K 0.04% 446