Winnow Wealth’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Winnow Wealth’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	$407K	Buy	32,490 +3,352	+12%	+$45.2K	0.31%	87
2025 Q4	$408K	Buy	29,138 +579	+2%	+$7.88K	0.3%	76
2025 Q3	$400K	Buy	+28,559	New	+$400K	0.31%	80
2025 Q2	–	Sell	-33,889	Closed	-$490K	–	434
2025 Q1	$490K	Sell	33,889 -6,840	-17%	-$103K	0.45%	69
2024 Q4	$597K	Buy	+40,729	New	+$614K	0.59%	64

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

Winnow Wealth's KBWD Position: Q1 2026 in Review

Winnow Wealth increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 12% in Q1 2026, buying an estimated $45.2K and bringing the position to 32,490 shares worth $407K. The position accounts for 0.31% of the portfolio, ranked #87.

Winnow Wealth first reported a position in KBWD in Q4 2024 and has held it in 5 quarters since. The position peaked at $597K in Q4 2024. 65 funds tracked by Wall St. Rank hold KBWD as of Q1 2026.

Winnow Wealth held 32,490 shares of Invesco KBW High Dividend Yield Financial ETF worth $407K as of Q1 2026.
Winnow Wealth bought 3,352 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2026, an estimated $45.2K.
Invesco KBW High Dividend Yield Financial ETF made up 0.31% of Winnow Wealth's portfolio in Q1 2026, its #87 holding.
Winnow Wealth first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 5 quarters since.
Winnow Wealth's Invesco KBW High Dividend Yield Financial ETF position peaked at $597K in Q4 2024.
65 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.