USCWA
KBWD icon

U.S. Capital Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q3 		– Sell
-83,895
Closed -$1.16M – 955
2025
Q2 		$1.16M Sell
83,895
-255
-0.3% -$3.44K 0.03% 398
2025
Q1 		$1.22M Sell
84,150
-7,050
-8% -$106K 0.04% 382
2024
Q4 		$1.34M Sell
91,200
-9,950
-10% -$150K 0.04% 381
2024
Q3 		$1.55M Sell
101,150
-27,025
-21% -$415K 0.05% 286
2024
Q2 		$1.93M Sell
128,175
-3,125
-2% -$47.6K 0.07% 247
2024
Q1 		$2.03M Buy
+131,300
New +$2.01M 0.08% 226

Other funds holding KBWD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return