Public ownership evidence

Invesco KBW High Dividend Yield Financial ETF (KBWD) Ownership Disclosures

Read KBWD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco KBW High Dividend Yield Financial ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
26,430
Value (USD)
$381,913
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read KBWD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read KBWD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2926,430$381,913None
Equitable Holdings, Inc.2026-06-302026-08-1868,850$855,120None
Jefferies Financial Group Inc.2026-06-302026-08-1845,344$563,172None
Mission Hills Financial Advisory, LLC2026-06-302026-08-15823,136$10,223,348None
OSAIC HOLDINGS, INC.2026-06-302026-08-1551,402$638,443None
JANE STREET GROUP, LLC2026-06-302026-08-1545,200$561,384Call
Regal Investment Advisors LLC2026-06-302026-08-1531,912$396,348None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,156$14,213None
Harvest Investment Services, LLC2026-06-302026-08-1569,181$859,224None
ROYAL BANK OF CANADA2026-06-302026-08-1516,157$201,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1538,521$478,431None
CITADEL ADVISORS LLC2026-06-302026-08-1523,500$291,870Call
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15156,750$1,946,834None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1557,797$717,842None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,371,831$17,038,138None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15126,690$1,573,494None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15321,867$3,997,588None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15485,442$6,029,184None
CreativeOne Wealth, LLC2026-06-302026-08-1435,642$442,676None
Rockefeller Capital Management L.P.2026-06-302026-08-1419,308$239,814None
UBS Group AG2026-06-302026-08-14259$3,217None
UBS Group AG2026-06-302026-08-1426,397$327,851None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-14338,644$4,205,958None
MORGAN STANLEY2026-06-302026-08-141$20None
MORGAN STANLEY2026-06-302026-08-14857,980$10,656,118None
FMR LLC2026-06-302026-08-14733$9,101None
Cetera Investment Advisers2026-06-302026-08-1371,412$886,937None
SIMPLEX TRADING, LLC2026-06-302026-08-135,182$64,360None
NewEdge Advisors, LLC2026-06-302026-08-1317,484$217,152None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,500$31,050None
JPMORGAN CHASE & CO2026-06-302026-08-131,471$18,196None
JPMORGAN CHASE & CO2026-06-302026-08-136,880$85,106None
Stratos Wealth Partners, LTD.2026-06-302026-08-1212,240$152,031None
Tower Research Capital LLC (TRC)2026-06-302026-08-1213,894$172,563None
LPL Financial LLC2026-06-302026-08-08908,907$11,288,628None
IMG Wealth Management, Inc.2026-06-302026-08-081,249$15,513None
PNC Financial Services Group, Inc.2026-06-302026-08-084,150$51,543None
PNC Financial Services Group, Inc.2026-06-302026-08-084,150$51,543None
PNC Financial Services Group, Inc.2026-06-302026-08-08711$8,831None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0862,448$775,606None
Geneos Wealth Management Inc.2026-06-302026-08-07138$1,714None
Global Retirement Partners, LLC2026-06-302026-08-07828$10,287None
Endowment Wealth Management, Inc.2026-06-302026-08-0752,469$651,659None
Simplicity Wealth,LLC2026-06-302026-08-0727,762$344,800None
Thrive Capital Management, LLC2026-06-302026-08-06128,509$1,596,082None
Janney Montgomery Scott LLC2026-06-302026-08-0612,774$159,000None
FIFTH THIRD BANCORP2026-06-302026-08-068,698$108,029None
Founders Financial Alliance, LLC2026-06-302026-08-055,973$74,185None
CHOREO, LLC2026-06-302026-08-0510,134$125,864None
Oakmont Advisory Group, LLC2026-06-302026-08-0413,487$167,509None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Equitable Holdings, Inc. ↗Jefferies Financial Group Inc. ↗Mission Hills Financial Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Regal Investment Advisors LLC ↗JONES FINANCIAL COMPANIES LLLP ↗Harvest Investment Services, LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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