Optiver Holding
KBWD icon

Optiver Holding’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Optiver Holding’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
Q4 		– Sell
-1,849
Closed -$25K – 2730
2025
Q3 		$25K Buy
+1,849
New +$25.9K ﹤0.01% 910

Other funds holding KBWD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Optiver Holding's KBWD Position: Q4 2025 in Review

Optiver Holding sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2025, closing a stake of 1,849 shares — an estimated $25K sold.

Optiver Holding first reported a position in KBWD in Q3 2025 and held it in 1 quarter. The position peaked at $25K in Q3 2025. 66 funds tracked by Wall St. Rank hold KBWD as of Q4 2025.

  • Optiver Holding reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2025 after selling out during the quarter.
  • Optiver Holding sold 1,849 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2025, an estimated $25K.
  • Optiver Holding first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and held it in 1 quarter.
  • Optiver Holding's Invesco KBW High Dividend Yield Financial ETF position peaked at $25K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2025.

Based on Optiver Holding's 13F filing for Q4 2025, filed 17 Feb 2026.