Advisornet Financial’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-47	Closed	-$1K	–	2016
2022 Q1	$1K	Hold	47	–	–	﹤0.01%	1900
2021 Q4	$1K	Hold	47	–	–	﹤0.01%	1938
2021 Q3	$1K	Hold	47	–	–	﹤0.01%	1820
2021 Q2	$1K	Hold	47	–	–	﹤0.01%	1751
2021 Q1	$1K	Hold	47	–	–	﹤0.01%	1699
2020 Q4	$1K	Hold	47	–	–	﹤0.01%	1606
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	1644
2020 Q2	$1K	Hold	47	–	–	﹤0.01%	1685
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	1678
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	1752
2019 Q3	$1K	Hold	47	–	–	﹤0.01%	1753
2019 Q2	$1K	Hold	47	–	–	﹤0.01%	1591
2019 Q1	$1K	Hold	47	–	–	﹤0.01%	1506
2018 Q4	$1K	Hold	47	–	–	﹤0.01%	1410
2018 Q3	$1K	Hold	47	–	–	﹤0.01%	1414
2018 Q2	$1K	Hold	47	–	–	﹤0.01%	1472
2018 Q1	$1K	Hold	47	–	–	﹤0.01%	1354
2017 Q4	$1K	Buy	+47	New	+$1.12K	﹤0.01%	1223

Other funds holding KBWD

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Advisornet Financial's KBWD Position: Q2 2022 in Review

Advisornet Financial sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2022, closing a stake of 47 shares — an estimated $1K sold.

Advisornet Financial first reported a position in KBWD in Q4 2017 and held it in 18 quarters. The position peaked at $1K in Q1 2022. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2022.

Advisornet Financial reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 47 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2022, an estimated $1K.
Advisornet Financial first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and held it in 18 quarters.
Advisornet Financial's Invesco KBW High Dividend Yield Financial ETF position peaked at $1K in Q1 2022.
79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.