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

Stratos Wealth Partners’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	$151K	Buy	12,073 +161	+1%	+$2.17K	﹤0.01%	1560
2025 Q4	$163K	Buy	11,912 +1,271	+12%	+$17.3K	﹤0.01%	1526
2025 Q3	$144K	Buy	10,641 +558	+6%	+$7.82K	﹤0.01%	1502
2025 Q2	$140K	Buy	+10,083	New	+$136K	﹤0.01%	1367
2019 Q3	–	Sell	-20,770	Closed	-$446K	–	985
2019 Q2	$446K	Sell	20,770 -18,566	-47%	-$401K	0.02%	616
2019 Q1	$854K	Buy	+39,336	New	+$856K	0.04%	404
2018 Q4	–	Sell	-1,563	Closed	-$36K	–	1703
2018 Q3	$36K	Buy	+1,563	New	+$36.7K	﹤0.01%	1608
2018 Q2	–	Sell	-162	Closed	-$4K	–	1825
2018 Q1	$4K	Hold	162	–	–	﹤0.01%	2681
2017 Q4	$4K	Buy	+162	New	+$3.85K	﹤0.01%	2452

Other funds holding KBWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's KBWD Position: Q1 2026 in Review

Stratos Wealth Partners increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 1.4% in Q1 2026, buying an estimated $2.17K and bringing the position to 12,073 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Stratos Wealth Partners first reported a position in KBWD in Q4 2017 and has held it in 9 quarters since. The position peaked at $854K in Q1 2019. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Stratos Wealth Partners held 12,073 shares of Invesco KBW High Dividend Yield Financial ETF worth $151K as of Q1 2026.
Stratos Wealth Partners bought 161 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $2.17K.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1560 holding.
Stratos Wealth Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and has held it in 9 quarters since.
Stratos Wealth Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $854K in Q1 2019.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.