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

&Partners’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 Q3	–	Sell	-10,121	Closed	-$140K	–	2155
2025 Q2	$140K	Buy	10,121 +1	+0%	+$14	﹤0.01%	1892
2025 Q1	$146K	Hold	10,120	–	–	﹤0.01%	1676
2024 Q4	$151K	Buy	10,120 +4	+0%	+$60	﹤0.01%	1574
2024 Q3	$155K	Buy	+10,116	New	+$155K	﹤0.01%	1339

Other funds holding KBWD

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's KBWD Position: Q3 2025 in Review

&Partners sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2025, closing a stake of 10,121 shares — an estimated $140K sold.

&Partners first reported a position in KBWD in Q3 2024 and held it in 4 quarters. The position peaked at $155K in Q3 2024. 76 funds tracked by Wall St. Rank hold KBWD as of Q3 2025.

&Partners reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2025 after selling out during the quarter.
&Partners sold 10,121 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2025, an estimated $140K.
&Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2024 and held it in 4 quarters.
&Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $155K in Q3 2024.
76 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.