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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF

NewEdge Advisors, LLC holds 17,484 shares of KBWD (INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF), worth $217,152 as of 2026-Q2. The position was increased (+3108.1% shares). KBWD represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$217,152

Current Shares

17,484

Total Value Change

+$205,152

Total Shares Change

+16,699

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,484
+3108.1%
$217,1520.0%$12.15
37
2026-Q1
Decreased
545
-8.6%
$6,8310.0%$11.87
0
2025-Q4
Increased
596
+1.0%
$8,1390.0%$12.51
11
2025-Q3
Decreased
590
-22.0%
$7,9810.0%$11.99
0
2025-Q2
Increased
756
+1.2%
$10,4910.0%$11.91
17
2025-Q1
Increased
747
+1.4%
$10,7940.0%$12.01
17
2024-Q4
Decreased
737
-6.1%
$10,8180.0%$11.85
0
2024-Q3
Decreased
785
-93.8%
$12,0000.0%$11.99
0

Other major holders of KBWD: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, HighTower Advisors, LLC

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