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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania)'s KBWD Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 5.5% in Q2 2026, buying an estimated $85.6K and bringing the position to 128,509 shares worth $1.6M. The position accounts for 0.3% of the portfolio, ranked #94.

Thrive Capital Management (Pennsylvania) first reported a position in KBWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q4 2025. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 128,509 shares of Invesco KBW High Dividend Yield Financial ETF worth $1.6M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 6,727 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $85.6K.
Invesco KBW High Dividend Yield Financial ETF made up 0.3% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #94 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 8 quarters since.
Thrive Capital Management (Pennsylvania)'s Invesco KBW High Dividend Yield Financial ETF position peaked at $1.96M in Q4 2025.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.