Sound Income Strategies’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Sound Income Strategies’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	–	Sell	-100	Closed	-$1.25K	–	1498
2026 Q1	$1.25K	Hold	100	–	–	﹤0.01%	2253
2025 Q4	$1.47K	Hold	100	–	–	﹤0.01%	2213
2025 Q3	$1.33K	Hold	100	–	–	﹤0.01%	1409
2025 Q2	$1.39K	Hold	100	–	–	﹤0.01%	1318
2025 Q1	$1.45K	Buy	+100	New	+$1.5K	﹤0.01%	1293
2018 Q4	–	Sell	-280	Closed	-$6K	–	722
2018 Q3	$6K	Sell	280 -212	-43%	-$4.97K	﹤0.01%	431
2018 Q2	$11K	Hold	492	–	–	0.01%	293
2018 Q1	$11K	Hold	492	–	–	0.01%	273
2017 Q4	$11K	Buy	+492	New	+$11.7K	0.01%	205

Other funds holding KBWD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Sound Income Strategies's KBWD Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026, closing a stake of 100 shares — an estimated $1.25K sold.

Sound Income Strategies first reported a position in KBWD in Q4 2017 and held it in 9 quarters. The position peaked at $11K in Q2 2018. 37 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Sound Income Strategies reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 100 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $1.25K.
Sound Income Strategies first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and held it in 9 quarters.
Sound Income Strategies's Invesco KBW High Dividend Yield Financial ETF position peaked at $11K in Q2 2018.
37 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.