Two Sigma Investments’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Two Sigma Investments’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	–	Sell	-237,100	Closed	-$3.24M	–	4763
2025 Q4	$3.24M	Buy	237,100 +218,600	+1,182%	+$2.97M	﹤0.01%	2087
2025 Q3	$250K	Buy	+18,500	New	+$259K	﹤0.01%	3298
2025 Q2	–	Sell	-253,300	Closed	-$3.66M	–	3362
2025 Q1	$3.66M	Buy	253,300 +71,800	+40%	+$1.08M	0.01%	1310
2024 Q4	$2.66M	Buy	181,500 +63,800	+54%	+$961K	0.01%	1523
2024 Q3	$1.8M	Buy	117,700 +95,700	+435%	+$1.47M	﹤0.01%	1744
2024 Q2	$331K	Buy	+22,000	New	+$335K	﹤0.01%	2551
2024 Q1	–	Sell	-24,600	Closed	-$390K	–	3204
2023 Q4	$390K	Buy	+24,600	New	+$362K	﹤0.01%	2579

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

Two Sigma Investments's KBWD Position: Q1 2026 in Review

Two Sigma Investments sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2026, closing a stake of 237,100 shares — an estimated $3.24M sold.

Two Sigma Investments first reported a position in KBWD in Q4 2023 and held it in 7 quarters. The position peaked at $3.66M in Q1 2025. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Two Sigma Investments reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2026 after selling out during the quarter.
Two Sigma Investments sold 237,100 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $3.24M.
Two Sigma Investments first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2023 and held it in 7 quarters.
Two Sigma Investments's Invesco KBW High Dividend Yield Financial ETF position peaked at $3.66M in Q1 2025.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.