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 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

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 $38.8B AUM 21.88% 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

Triumph Capital Management's KBWD Position: Q1 2026 in Review

Triumph Capital Management reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 50% in Q1 2026, selling an estimated $35.6K and leaving 2,652 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #742.

Triumph Capital Management first reported a position in KBWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $649K in Q3 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Triumph Capital Management held 2,652 shares of Invesco KBW High Dividend Yield Financial ETF worth $33.3K as of Q1 2026.
Triumph Capital Management sold 2,643 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $35.6K.
Invesco KBW High Dividend Yield Financial ETF made up 0.01% of Triumph Capital Management's portfolio in Q1 2026, its #742 holding.
Triumph Capital Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 6 quarters since.
Triumph Capital Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $649K in Q3 2025.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.