Oakmont Advisory Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Oakmont Advisory Group’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	$168K	Buy	13,487 +809	+6%	+$10.3K	0.14%	121
2026 Q1	$159K	Sell	12,678 -1,312	-9%	-$17.7K	0.16%	119
2025 Q4	$191K	Buy	+13,990	New	+$190K	0.2%	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

Oakmont Advisory Group's KBWD Position: Q2 2026 in Review

Oakmont Advisory Group increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 6.4% in Q2 2026, buying an estimated $10.3K and bringing the position to 13,487 shares worth $168K. The position accounts for 0.14% of the portfolio, ranked #121.

Oakmont Advisory Group first reported a position in KBWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $191K in Q4 2025. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Oakmont Advisory Group held 13,487 shares of Invesco KBW High Dividend Yield Financial ETF worth $168K as of Q2 2026.
Oakmont Advisory Group bought 809 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $10.3K.
Invesco KBW High Dividend Yield Financial ETF made up 0.14% of Oakmont Advisory Group's portfolio in Q2 2026, its #121 holding.
Oakmont Advisory Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2025 and has held it in 3 quarters since.
Oakmont Advisory Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $191K in Q4 2025.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.