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 Q2	$637K	Buy	51,309 +18,819	+58%	+$239K	0.43%	77
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 $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

Winnow Wealth's KBWD Position: Q2 2026 in Review

Winnow Wealth increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 58% in Q2 2026, buying an estimated $239K and bringing the position to 51,309 shares worth $637K. The position accounts for 0.43% of the portfolio, ranked #77.

Winnow Wealth first reported a position in KBWD in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold KBWD as of Q2 2026.

Winnow Wealth held 51,309 shares of Invesco KBW High Dividend Yield Financial ETF worth $637K as of Q2 2026.
Winnow Wealth bought 18,819 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2026, an estimated $239K.
Invesco KBW High Dividend Yield Financial ETF made up 0.43% of Winnow Wealth's portfolio in Q2 2026, its #77 holding.
Winnow Wealth first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.