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

SignatureFD’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	$12.4K	Buy	+1,000	New	+$12.7K	﹤0.01%	2561
2020 Q4	–	Sell	-425	Closed	-$6K	–	2628
2020 Q3	$6K	Buy	+425	New	+$5.79K	﹤0.01%	1826
2019 Q4	–	Sell	-507	Closed	-$11K	–	2224
2019 Q3	$11K	Buy	+507	New	+$10.6K	﹤0.01%	1407

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

SignatureFD's KBWD Position: Q2 2026 in Review

SignatureFD opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 1,000 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #2561 among its holdings. This is a return to the name: SignatureFD previously reported a position in KBWD as recently as Q3 2020.

SignatureFD first reported a position in KBWD in Q3 2019 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

SignatureFD held 1,000 shares of Invesco KBW High Dividend Yield Financial ETF worth $12.4K as of Q2 2026.
Invesco KBW High Dividend Yield Financial ETF was a new SignatureFD position in Q2 2026.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2561 holding.
SignatureFD first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2019 and has held it in 3 quarters since.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.