AE Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Sell |
1,313
-2
| -0.2% | -$28 | ﹤0.01% | 1782 |
|
|
2025
Q1 | $19K | Sell |
1,315
-200,229
| -99% | -$2.89M | ﹤0.01% | 1754 |
|
|
2024
Q4 | $2.96M | Buy |
201,544
+17,143
| +9% | +$251K | 0.03% | 451 |
|
|
2024
Q3 | $2.82M | Buy |
184,401
+82,016
| +80% | +$1.25M | 0.03% | 447 |
|
|
2024
Q2 | $1.54M | Sell |
102,385
-220,685
| -68% | -$3.32M | 0.02% | 590 |
|
|
2024
Q1 | $5M | Buy |
323,070
+284,187
| +731% | +$4.4M | 0.06% | 298 |
|
|
2023
Q4 | $618K | Sell |
38,883
-65,293
| -63% | -$1.04M | ﹤0.01% | 1331 |
|
|
2023
Q3 | $1.58M | Buy |
104,176
+71,602
| +220% | +$1.09M | 0.01% | 925 |
|
|
2023
Q2 | $509K | Buy |
+32,574
| New | +$509K | ﹤0.01% | 1384 |
|