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 Q2	–	Sell	-5,600	Closed	-$70.2K	–	589
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 $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

MPWM Advisory Solutions's KBWD Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026, closing a stake of 5,600 shares — an estimated $70.2K sold.

MPWM Advisory Solutions first reported a position in KBWD in Q4 2024 and held it in 6 quarters. The position peaked at $82.2K in Q4 2024. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

MPWM Advisory Solutions reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 5,600 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $70.2K.
MPWM Advisory Solutions first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and held it in 6 quarters.
MPWM Advisory Solutions's Invesco KBW High Dividend Yield Financial ETF position peaked at $82.2K in Q4 2024.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.