MPWM Advisory Solutions’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

MPWM Advisory Solutions’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	$70.2K	Hold	5,600	–	–	0.04%	168
2025 Q4	$76.5K	Hold	5,600	–	–	0.04%	142
2025 Q3	$75.8K	Hold	5,600	–	–	0.05%	134
2025 Q2	$77.7K	Hold	5,600	–	–	0.05%	131
2025 Q1	$80.9K	Hold	5,600	–	–	0.06%	111
2024 Q4	$82.2K	Buy	+5,600	New	+$84.4K	0.06%	116

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

MPWM Advisory Solutions's KBWD Position: Q1 2026 in Review

MPWM Advisory Solutions held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q1 2026 at 5,600 shares worth $70.2K. The position accounts for 0.04% of the portfolio, ranked #168.

MPWM Advisory Solutions first reported a position in KBWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.2K in Q4 2024. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

MPWM Advisory Solutions held 5,600 shares of Invesco KBW High Dividend Yield Financial ETF worth $70.2K as of Q1 2026.
MPWM Advisory Solutions left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q1 2026.
Invesco KBW High Dividend Yield Financial ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q1 2026, its #168 holding.
MPWM Advisory Solutions first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's Invesco KBW High Dividend Yield Financial ETF position peaked at $82.2K in Q4 2024.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.