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Disclosery

KBWD INVESCO EXCH TRADED FD TR II

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KBW HIG DV YLD (fund)

65 managers (65 13F filers) reported a position in KBWD shares at 2026-03-31, 7,054,199 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
65
13F filers
65
New
9
Added
25
Reduced
18
Sold out
7
Shares held by filers
7,054,199

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN1,346,762$16.9M<0.01%+884,72313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY962,244$12.1M<0.01%+105,41213F-HRTimelineGroup
Mission Hills Financial Advisory, LLC854,897$10.7M5.49%+46,17613F-HRTimeline
LPL Financial LLC798,372$10M<0.01%+1,69313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/726,416$9.11M<0.01%+18,50813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC624,614$7.83M0.12%+75,41813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,545$2.35M<0.01%-20,55513F-HRTimelineGroup
Cambridge Investment Research Advisors,…126,365$1.58M<0.01%-7,20513F-HRTimeline
Thrive Capital Management, LLC121,782$1.53M0.33%-21,84713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,785$1.41M<0.01%+38,95113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC105,751$1.33M0.06%+50,98513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,483$1.28M0.01%+60,79613F-HRTimelineGroup
UBS Group AGin group UBS Group AG94,354$1.18M<0.01%-1,13113F-HRTimelineGroup
Harvest Investment Services, LLC68,480$859K0.16%+15213F-HRTimeline
Endowment Wealth Management, Inc.57,983$727K0.32%+3,15413F-HRTimeline
Cetera Investment Advisers57,599$722K<0.01%+5,40813F-HRTimeline
MML INVESTORS SERVICES, LLC55,328$694K<0.01%+5,78013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,068$665K<0.01%-4,58513F-HRTimelineGroup
Kovack Advisors, Inc.49,574$620K0.03%-19,74813F-HRTimeline
IFP Advisors, Inc41,151$516K0.01%-17513F-HRTimeline
WINNACLE WEALTH LLC32,490$407K0.31%+3,35213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,742$398K0.01%+30513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,691$385K0.01%-1,35613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,695$372K0.01%-5,33013F-HRTimelineGroup
Regal Investment Advisors LLC28,042$352K0.02%-3,41213F-HRTimeline
Waterloo Capital, L.P.27,719$348K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.26,678$335K<0.01%-56813F-HRTimelineGroup
Farther Finance Advisors, LLC24,890$311K<0.01%+16,76313F-HRTimeline
CHOREO, LLC24,436$306K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.24,649$302K0.02%+8613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,562$283K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$251K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,733$247K<0.01%+26913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,214$241K<0.01%+8913F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,221$203K<0.01%+67213F-HRTimelineGroup
Janney Montgomery Scott LLC14,102$177K<0.01%+55813F-HRTimeline
Oakmont Advisory Group, LLC12,678$159K0.16%-1,31213F-HRTimeline
TWO SIGMA SECURITIES, LLC12,596$158K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,073$151K<0.01%+16113F-HRTimelineGroup
Koshinski Asset Management, Inc.11,822$148K0.01%-1413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,631$133K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,607$120K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC9,339$117K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,011$113K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC5,973$74.9K0.01%+28213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,600$70.2K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,470$56K<0.01%-4,58513F-HRTimelineGroup
Triumph Capital Management2,652$33.3K0.01%-2,64313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,500$31.4K<0.01%+50013F-HRTimeline
WFA of San Diego, LLC2,200$27.6K0.02%013F-HRTimeline
IMG Wealth Management, Inc.1,663$20.9K0.01%+21313F-HRTimeline
Rossby Financial, LCC1,631$20.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,583$19.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,471$18K<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP982$11.9K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC888$11.1K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC801$10K<0.01%-113F-HRTimelineGroup
AE Wealth Management LLC650$8.15K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…590$7.4K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC545$6.83K<0.01%-5113F-HR/ATimeline
STANCE CAPITAL LLC536$6.72K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.138$1.73K<0.01%013F-HRTimeline
Sound Income Strategies, LLC100$1.25K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd29$364<0.01%-26813F-HRTimeline
DHJJ Financial Advisors, Ltd.23$289<0.01%013F-HRTimeline