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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
Q3 		$291K Sell
26,337
-24,972
-49% -$305K 0.19% 124
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Winnow Wealth's KBWD Position: Q3 2026 in Review

Winnow Wealth reduced its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 49% in Q3 2026, selling an estimated $305K and leaving 26,337 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #124.

Winnow Wealth first reported a position in KBWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $637K in Q2 2026. 7 funds tracked by Wall St. Rank hold KBWD as of Q3 2026.

  • Winnow Wealth held 26,337 shares of Invesco KBW High Dividend Yield Financial ETF worth $291K as of Q3 2026.
  • Winnow Wealth sold 24,972 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2026, an estimated $305K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.19% of Winnow Wealth's portfolio in Q3 2026, its #124 holding.
  • Winnow Wealth first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Invesco KBW High Dividend Yield Financial ETF position peaked at $637K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.