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Triumph Capital Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Triumph Capital Management’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 		$10.2K Hold
924
– – ﹤0.01% 1193
2026
Q2 		$11.5K Sell
924
-1,728
-65% -$22K ﹤0.01% 1119
2026
Q1 		$33.3K Sell
2,652
-2,643
-50% -$35.6K 0.01% 742
2025
Q4 		$72.4K Sell
5,295
-42,709
-89% -$581K 0.02% 518
2025
Q3 		$649K Buy
48,004
+6,219
+15% +$87.2K 0.17% 133
2025
Q2 		$580K Buy
41,785
+3,685
+10% +$49.8K 0.17% 144
2025
Q1 		$551K Buy
38,100
+3,154
+9% +$47.3K 0.18% 145
2024
Q4 		$513K Buy
+34,946
New +$527K 0.18% 149

Other funds holding KBWD

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Triumph Capital Management's KBWD Position: Q3 2026 in Review

Triumph Capital Management held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q3 2026 at 924 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Triumph Capital Management first reported a position in KBWD in Q4 2024 and has held it in 8 quarters since. The position peaked at $649K in Q3 2025. 7 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

  • Triumph Capital Management held 924 shares of Invesco KBW High Dividend Yield Financial ETF worth $10.2K as of Q3 2026.
  • Triumph Capital Management left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q3 2026.
  • Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1193 holding.
  • Triumph Capital Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 8 quarters since.
  • Triumph Capital Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $649K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.