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

Simplicity Wealth’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	$345K	Buy	+27,762	New	+$353K	0.01%	779

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

Simplicity Wealth's KBWD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026: 27,762 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings.

60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Simplicity Wealth held 27,762 shares of Invesco KBW High Dividend Yield Financial ETF worth $345K as of Q2 2026.
Invesco KBW High Dividend Yield Financial ETF was a new Simplicity Wealth position in Q2 2026.
Invesco KBW High Dividend Yield Financial ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #779 holding.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.