KBWD — INVESCO EXCH TRADED FD

Ownership history in STANCE CAPITAL LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which STANCE CAPITAL LLC reported a position in INVESCO EXCH TRADED FD (KBWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 497 — — 0.00% $7K $12.82
% of Fund (quarterly)    KBWD price (monthly, adj. close)

Other funds also holding KBWD

As of 2025 Q4 — sorted by position size

Mission Hills Financial Advisory, LLC 5.83% Thrive Capital Management, LLC 3Y 0.44% Endowment Wealth Management, Inc. 3Y 0.34% Harvest Investment Services, LLC 3Y 7Y 0.18% Gradient Investments LLC 3Y 7Y 0.12% Kovack Advisors, Inc. 3Y 7Y 0.07% MPWM ADVISORY SOLUTIONS, LLC 0.04% KINGSWOOD WEALTH ADVISORS, LLC 0.04% Waterloo Capital, L.P. 3Y 0.03% Regal Investment Advisors LLC 3Y 7Y 0.03%
← Back to STANCE CAPITAL LLC Holdings