Acorn Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Acorn Wealth Advisors’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 Q2	–	Sell	-297	Closed	-$7K	–	670
2018 Q1	$7K	Hold	297	–	–	0.01%	571
2017 Q4	$7K	Buy	+297	New	+$7.05K	0.01%	546

Other funds holding KBWD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Acorn Wealth Advisors's KBWD Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2018, closing a stake of 297 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in KBWD in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 45 funds tracked by Wall St. Rank hold KBWD as of Q2 2018.

Acorn Wealth Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 297 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2018, an estimated $7K.
Acorn Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $7K in Q1 2018.
45 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.