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

Stance Capital’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	-536	Closed	-$6.72K	–	378
2026 Q1	$6.72K	Buy	+536	New	+$7.22K	﹤0.01%	253
2025 Q4	–	Sell	-497	Closed	-$6.72K	–	212
2025 Q3	$6.72K	Buy	+497	New	+$6.96K	﹤0.01%	257

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

Stance Capital's KBWD Position: Q2 2026 in Review

Stance Capital sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2026, closing a stake of 536 shares — an estimated $6.72K sold.

Stance Capital first reported a position in KBWD in Q3 2025 and held it in 2 quarters. The position peaked at $6.72K in Q3 2025. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Stance Capital reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2026 after selling out during the quarter.
Stance Capital sold 536 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $6.72K.
Stance Capital first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and held it in 2 quarters.
Stance Capital's Invesco KBW High Dividend Yield Financial ETF position peaked at $6.72K in Q3 2025.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.