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Disclosery

KBWD INVESCO EXCH TRADED FD TR II

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KBW HIG DV YLD (fund)

60 managers (60 13F filers) reported a position in KBWD shares at 2026-06-30, 7,551,976 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
60
13F filers
60
New
8
Added
24
Reduced
20
Sold out
13
Shares held by filers
7,551,976

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,498,521$18.6M<0.01%+151,75913F-HRTimelineGroup
LPL Financial LLC908,907$11.3M<0.01%+110,53513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY857,981$10.7M<0.01%-104,26313F-HRTimelineGroup
Mission Hills Financial Advisory, LLC823,136$10.2M4.49%-31,76113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/807,309$10M<0.01%+80,89313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC642,248$7.98M0.11%+17,63413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS338,644$4.21M<0.01%+318,64413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC214,547$2.66M<0.01%+27,00213F-HRTimelineGroup
Thrive Capital Management, LLC128,509$1.6M0.3%+6,72713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,856$1.51M<0.01%+9,07113F-HRTimelineGroup
Cambridge Investment Research Advisors,…115,443$1.43M<0.01%-10,92213F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC80,474$999K0.04%-25,27713F-HRTimeline
Cetera Investment Advisers71,412$887K<0.01%+13,81313F-HRTimeline
Harvest Investment Services, LLC69,181$859K0.13%+70113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,850$855K0.01%-24,63313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC62,448$776K<0.01%+7,12013F-HRTimeline
Endowment Wealth Management, Inc.52,469$652K0.25%-5,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,402$638K<0.01%-1,66613F-HRTimelineGroup
WINNACLE WEALTH LLC51,309$637K0.43%+18,81913F-HRTimeline
Kovack Advisors, Inc.48,112$600K0.03%-1,46213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.45,344$563K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc41,700$518K0.01%+54913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.38,521$478K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,642$443K0.01%+4,95113F-HRTimelineGroup
Regal Investment Advisors LLC31,912$396K0.02%+3,87013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,642$381K0.01%-1,10013F-HRTimeline
Simplicity Wealth,LLC27,762$345K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.26,918$333K0.02%+2,26913F-HRTimeline
UBS Group AGin group UBS Group AG26,656$331K<0.01%-67,69813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,308$240K<0.01%+9413F-HRTimelineGroup
NewEdge Advisors, LLC17,484$217K<0.01%+16,93913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,410$216K<0.01%-2,32313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,185$213K<0.01%-9,49313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,157$201K<0.01%+11,68713F-HRTimelineGroup
Farther Finance Advisors, LLC14,045$174K<0.01%-10,84513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,894$173K<0.01%-15,80113F-HRTimelineGroup
Oakmont Advisory Group, LLC13,487$168K0.14%+80913F-HRTimeline
Janney Montgomery Scott LLC12,774$159K<0.01%-1,32813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,240$152K<0.01%+16713F-HRTimelineGroup
Koshinski Asset Management, Inc.11,659$145K0.01%-16313F-HRTimeline
CHOREO, LLC10,134$126K<0.01%-14,30213F-HRTimeline
Ashton Thomas Private Wealth, LLC9,339$116K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,011$112K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,698$108K<0.01%-90913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,351$103K<0.01%+6,88013F-HRTimelineGroup
Founders Financial Alliance, LLC5,973$74.2K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC5,182$64.4K<0.01%+4,29413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,500$31.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2,328$28.9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1,249$15.5K0.01%-41413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,156$14.2K<0.01%+17413F-HRTimelineGroup
SIGNATUREFD, LLC1,000$12.4K<0.01%new13F-HRTimeline
Triumph Capital Management924$11.5K<0.01%-1,72813F-HRTimeline
Global Retirement Partners, LLC828$10.3K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC733$9.1K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…590$7.33K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC221$2.75K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.138$1.71K<0.01%013F-HRTimeline
Key Capital Management, INC100$1.24K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.23$286<0.01%013F-HRTimeline