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Accurate Investment Solutions’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Accurate Investment Solutions’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$2K – 366
2018
Q3 		$2K Sell
85
-340
-80% -$7.98K ﹤0.01% 325
2018
Q2 		$10K Buy
+425
New +$9.84K 0.01% 259

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Investment Solutions's KBWD Position: Q4 2018 in Review

Accurate Investment Solutions sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2018, closing a stake of 85 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in KBWD in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 49 funds tracked by Wall St. Rank hold KBWD as of Q4 2018.

  • Accurate Investment Solutions reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 85 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2018 and held it in 2 quarters.
  • Accurate Investment Solutions's Invesco KBW High Dividend Yield Financial ETF position peaked at $10K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.