SC
KBWD icon

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stance Capital's KBWD Position: Q1 2026 in Review

Stance Capital opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2026: 536 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Stance Capital previously reported a position in KBWD as recently as Q3 2025.

Stance Capital first reported a position in KBWD in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.72K in Q3 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

  • Stance Capital held 536 shares of Invesco KBW High Dividend Yield Financial ETF worth $6.72K as of Q1 2026.
  • Invesco KBW High Dividend Yield Financial ETF was a new Stance Capital position in Q1 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Stance Capital's portfolio in Q1 2026, its #253 holding.
  • Stance Capital first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2025 and has held it in 2 quarters since.
  • Stance Capital's Invesco KBW High Dividend Yield Financial ETF position peaked at $6.72K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.