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 Q2	$999K	Sell	80,474 -25,277	-24%	-$322K	0.04%	409
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 $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingswood Wealth Advisors's KBWD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 24% in Q2 2026, selling an estimated $322K and leaving 80,474 shares worth $999K. The position accounts for 0.04% of the portfolio, ranked #409.

Kingswood Wealth Advisors first reported a position in KBWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2026. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Kingswood Wealth Advisors held 80,474 shares of Invesco KBW High Dividend Yield Financial ETF worth $999K as of Q2 2026.
Kingswood Wealth Advisors sold 25,277 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $322K.
Invesco KBW High Dividend Yield Financial ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #409 holding.
Kingswood Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $1.33M in Q1 2026.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.