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 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

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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

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

Triumph Capital Management's KBWD Position: Q2 2026 in Review

Triumph Capital Management reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 65% in Q2 2026, selling an estimated $22K and leaving 924 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Triumph Capital Management first reported a position in KBWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $649K in Q3 2025. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Triumph Capital Management held 924 shares of Invesco KBW High Dividend Yield Financial ETF worth $11.5K as of Q2 2026.
Triumph Capital Management sold 1,728 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $22K.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1119 holding.
Triumph Capital Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 7 quarters since.
Triumph Capital Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $649K in Q3 2025.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.