Mission Hills Financial Advisory’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Mission Hills Financial Advisory’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	$10.7M	Buy	854,897 +46,176	+6%	+$622K	5.49%	10
2025 Q4	$11.1M	Buy	808,721 +63,108	+8%	+$859K	5.84%	8
2025 Q3	$10.1M	Buy	745,613 +96,423	+15%	+$1.35M	5.36%	9
2025 Q2	$9M	Buy	649,190 +121,167	+23%	+$1.64M	5.59%	9
2025 Q1	$7.63M	Buy	528,023 +71,686	+16%	+$1.08M	5.3%	9
2024 Q4	$6.69M	Buy	456,337 +51,954	+13%	+$783K	5.19%	7
2024 Q3	$6.18M	Buy	+404,383	New	+$6.21M	5.26%	7

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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Mission Hills Financial Advisory's KBWD Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 5.7% in Q1 2026, buying an estimated $622K and bringing the position to 854,897 shares worth $10.7M. The position accounts for 5.49% of the portfolio, ranked #10.

Mission Hills Financial Advisory first reported a position in KBWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Mission Hills Financial Advisory held 854,897 shares of Invesco KBW High Dividend Yield Financial ETF worth $10.7M as of Q1 2026.
Mission Hills Financial Advisory bought 46,176 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $622K.
Invesco KBW High Dividend Yield Financial ETF made up 5.49% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #10 holding.
Mission Hills Financial Advisory first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2024 and has held it in 7 quarters since.
Mission Hills Financial Advisory's Invesco KBW High Dividend Yield Financial ETF position peaked at $11.1M in Q4 2025.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.