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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
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

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 $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s KBWD Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 15% in Q1 2026, selling an estimated $294K and leaving 121,782 shares worth $1.53M. The position accounts for 0.33% of the portfolio, ranked #92.

Thrive Capital Management (Pennsylvania) first reported a position in KBWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 121,782 shares of Invesco KBW High Dividend Yield Financial ETF worth $1.53M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 21,847 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $294K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.33% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #92 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 7 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Invesco KBW High Dividend Yield Financial ETF position peaked at $1.96M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.