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Oliver Lagore Vanvalin Investment Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$34.7K Buy
+2,400
New +$32.4K 0.01% 292
2024
Q4 		$35.2K Buy
2,400
+2,000
+500% +$30.1K 0.01% 291
2024
Q3 		$6.11K Hold
400
– – ﹤0.01% 481
2024
Q2 		$6.02K Buy
+400
New +$6.09K ﹤0.01% 475

Other funds holding KBWD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's KBWD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2025: 2,400 shares worth $34.7K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in KBWD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in KBWD in Q2 2024 and has held it in 4 quarters since. The position peaked at $35.2K in Q4 2024. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,400 shares of Invesco KBW High Dividend Yield Financial ETF worth $34.7K as of Q2 2025.
  • Invesco KBW High Dividend Yield Financial ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #292 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $35.2K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.