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 Q2	$10.2M	Sell	823,136 -31,761	-4%	-$404K	4.49%	10
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 $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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mission Hills Financial Advisory's KBWD Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 3.7% in Q2 2026, selling an estimated $404K and leaving 823,136 shares worth $10.2M. The position accounts for 4.49% of the portfolio, ranked #10.

Mission Hills Financial Advisory first reported a position in KBWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q4 2025. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Mission Hills Financial Advisory held 823,136 shares of Invesco KBW High Dividend Yield Financial ETF worth $10.2M as of Q2 2026.
Mission Hills Financial Advisory sold 31,761 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $404K.
Invesco KBW High Dividend Yield Financial ETF made up 4.49% of Mission Hills Financial Advisory's portfolio in Q2 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 8 quarters since.
Mission Hills Financial Advisory's Invesco KBW High Dividend Yield Financial ETF position peaked at $11.1M in Q4 2025.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.