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Smartleaf Asset Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Smartleaf Asset Management’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
-800
Closed -$11K – 3043
2025
Q2 		$11K Buy
+800
New +$10.8K ﹤0.01% 1797

Other funds holding KBWD

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smartleaf Asset Management's KBWD Position: Q3 2025 in Review

Smartleaf Asset Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2025, closing a stake of 800 shares — an estimated $11K sold.

Smartleaf Asset Management first reported a position in KBWD in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 76 funds tracked by Wall St. Rank hold KBWD as of Q3 2025.

  • Smartleaf Asset Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 800 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2025, an estimated $11K.
  • Smartleaf Asset Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $11K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2025.

Based on Smartleaf Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.