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Regal Investment Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Regal Investment Advisors’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
Q1 		$352K Sell
28,042
-3,412
-11% -$46K 0.02% 498
2025
Q4 		$430K Buy
+31,454
New +$428K 0.03% 450
2022
Q1 		– Sell
-15,746
Closed -$319K – 554
2021
Q4 		$319K Buy
15,746
+470
+3% +$9.74K 0.03% 414
2021
Q3 		$311K Sell
15,276
-1,226
-7% -$25.1K 0.03% 416
2021
Q2 		$340K Buy
+16,502
New +$339K 0.03% 385
2021
Q1 		– Sell
-13,740
Closed -$228K – 247
2020
Q4 		$228K Buy
+13,740
New +$208K 0.03% 420
2020
Q3 		– Sell
-17,572
Closed -$238K – 145
2020
Q2 		$238K Buy
+17,572
New +$222K 0.04% 279
2020
Q1 		– Sell
-17,795
Closed -$390K – 184
2019
Q4 		$390K Sell
17,795
-4,276
-19% -$91.2K 0.07% 224
2019
Q3 		$461K Sell
22,071
-955
-4% -$20K 0.09% 197
2019
Q2 		$494K Sell
23,026
-6,986
-23% -$151K 0.1% 192
2019
Q1 		$651K Buy
30,012
+250
+0.8% +$5.44K 0.13% 161
2018
Q4 		$590K Sell
29,762
-2,939
-9% -$63.3K 0.13% 172
2018
Q3 		$745K Buy
32,701
+12,877
+65% +$302K 0.16% 155
2018
Q2 		$457K Sell
19,824
-227
-1% -$5.26K 0.14% 170
2018
Q1 		$455K Buy
20,051
+3,757
+23% +$85.8K 0.1% 183
2017
Q4 		$385K Buy
16,294
+1,250
+8% +$29.7K 0.09% 202
2017
Q3 		$362K Buy
15,044
+1,136
+8% +$27K 0.08% 200
2017
Q2 		$338K Buy
13,908
+739
+6% +$17.8K 0.08% 202
2017
Q1 		$318K Buy
+13,169
New +$313K 0.08% 205
2015
Q2 		– Sell
-95
Closed -$2K – 981
2015
Q1 		$2K Buy
+95
New +$2.39K ﹤0.01% 907

Other funds holding KBWD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's KBWD Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 11% in Q1 2026, selling an estimated $46K and leaving 28,042 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #498.

Regal Investment Advisors first reported a position in KBWD in Q1 2015 and has held it in 20 quarters since. The position peaked at $745K in Q3 2018. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

  • Regal Investment Advisors held 28,042 shares of Invesco KBW High Dividend Yield Financial ETF worth $352K as of Q1 2026.
  • Regal Investment Advisors sold 3,412 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $46K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #498 holding.
  • Regal Investment Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2015 and has held it in 20 quarters since.
  • Regal Investment Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $745K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.