Oakmont Advisory Group »

Invesco Kbw High Dividend Yld Fincl Etf exchange traded fund shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $159k 13k 12.54
2025-12-31 $191k 14k 13.66

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

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

Wells Fargo & Company
Morgan Stanley
Mission Hills Financial Advisory
LPL Financial
Bank of America Corporation
Gradient Investments
Raymond James Financial
Cambridge Investment Research Advisors
Thrive Capital Management
Envestnet Asset Management
Kingswood Wealth Advisors
Citadel Advisors
UBS Group
Equitable Holdings
Harvest Investment Services

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