BOLTON SECURITIES CORPORATION’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.89K	Buy	+200	New	+$3K	﹤0.01%	1677

Other funds holding KBWD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KBWD Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2025: 200 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #1677 among its holdings.

74 funds tracked by Wall St. Rank hold KBWD as of Q1 2025.

BOLTON SECURITIES CORPORATION held 200 shares of Invesco KBW High Dividend Yield Financial ETF worth $2.89K as of Q1 2025.
Invesco KBW High Dividend Yield Financial ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1677 holding.
74 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.