Advyzon Investment Management »

Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund (KBWD) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund

Tip: Access up to 7 years of quarterly data

All positions including Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $146k 11k 13.53
2025-06-30 $150k 11k 13.87
2025-03-31 $152k 11k 14.45
2024-12-31 $151k 10k 14.67

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund

LPL Financial
Morgan Stanley
Mission Hills Financial Advisory
Wells Fargo & Company
Gradient Investments
Raymond James Financial
Thrive Capital Management
Cambridge Investment Research Advisors
UBS Group
Equitable Holdings
Harvest Investment Services
Envestnet Asset Management
Cetera Investment Advisers
Atria Wealth Solutions
Kingswood Wealth Advisors

View all funds holding Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund