AE Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

AE Wealth Management’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
2025 Q2	$18.2K	Sell
2025 Q1	$19K	Sell
2024 Q4	$2.96M	Buy
2024 Q3	$2.82M	Buy
2024 Q2	$1.54M	Sell
2024 Q1	$5M	Buy
2023 Q4	$618K	Sell
2023 Q3	$1.58M	Buy
2023 Q2	$509K	Buy