Thrive Capital Management (Pennsylvania)’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q3	$1.51M	Buy	136,967 +8,458	+7%	+$103K	0.27%	97
2026 Q2	$1.6M	Buy	128,509 +6,727	+6%	+$85.6K	0.3%	94
2026 Q1	$1.53M	Sell	121,782 -21,847	-15%	-$294K	0.33%	92
2025 Q4	$1.96M	Buy	143,629 +10,696	+8%	+$146K	0.44%	85
2025 Q3	$1.8M	Buy	132,933 +52,138	+65%	+$731K	0.46%	86
2025 Q2	$1.12M	Buy	+80,795	New	+$1.09M	0.35%	95
2025 Q1	–	Sell	-89,753	Closed	-$1.32M	–	129
2024 Q4	$1.32M	Buy	89,753 +53,775	+149%	+$810K	0.6%	76
2024 Q3	$550K	Sell	35,978 -482	-1%	-$7.4K	0.26%	115
2024 Q2	$548K	Buy	+36,460	New	+$555K	0.25%	109

Other funds holding KBWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s KBWD Position: Q3 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 6.6% in Q3 2026, buying an estimated $103K and bringing the position to 136,967 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #97.

Thrive Capital Management (Pennsylvania) first reported a position in KBWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2025. 33 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

Thrive Capital Management (Pennsylvania) held 136,967 shares of Invesco KBW High Dividend Yield Financial ETF worth $1.51M as of Q3 2026.
Thrive Capital Management (Pennsylvania) bought 8,458 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2026, an estimated $103K.
Invesco KBW High Dividend Yield Financial ETF made up 0.27% of Thrive Capital Management (Pennsylvania)'s portfolio in Q3 2026, its #97 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and has held it in 9 quarters since.
Thrive Capital Management (Pennsylvania)'s Invesco KBW High Dividend Yield Financial ETF position peaked at $1.96M in Q4 2025.
33 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q3 2026, filed 27 Oct 2026.