American Portfolios Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

American Portfolios 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
2022 Q3	$9.59K	Hold	692	–	–	﹤0.01%	2549
2022 Q2	$11.4K	Hold	692	–	–	﹤0.01%	2507
2022 Q1	$13.5K	Hold	692	–	–	﹤0.01%	2560
2021 Q4	$14K	Hold	692	–	–	﹤0.01%	2486
2021 Q3	$14.1K	Hold	692	–	–	﹤0.01%	2431
2021 Q2	$14.3K	Hold	692	–	–	﹤0.01%	2356
2021 Q1	$13.6K	Hold	692	–	–	﹤0.01%	2252
2020 Q4	$11.5K	Hold	692	–	–	﹤0.01%	2049
2020 Q3	$9.29K	Hold	692	–	–	﹤0.01%	2010
2020 Q2	$9.39K	Hold	692	–	–	﹤0.01%	1943
2020 Q1	$7.49K	Hold	692	–	–	﹤0.01%	1925
2019 Q4	$15.2K	Hold	692	–	–	﹤0.01%	1843
2019 Q3	$14.4K	Hold	692	–	–	﹤0.01%	1800
2019 Q2	$14.8K	Hold	692	–	–	﹤0.01%	1773
2019 Q1	$15K	Hold	692	–	–	﹤0.01%	1683
2018 Q4	$13.7K	Hold	692	–	–	﹤0.01%	1516
2018 Q3	$15.8K	Hold	692	–	–	﹤0.01%	1576
2018 Q2	$15.9K	Hold	692	–	–	﹤0.01%	1540
2018 Q1	$15.7K	Hold	692	–	–	﹤0.01%	1470
2017 Q4	$16.3K	Buy	+692	New	+$16.4K	﹤0.01%	1398

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BCM

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Portfolios Advisors's KBWD Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco KBW High Dividend Yield Financial ETF (KBWD) position steady in Q3 2022 at 692 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

American Portfolios Advisors first reported a position in KBWD in Q4 2017 and has held it in 20 quarters since. The position peaked at $16.3K in Q4 2017. 72 funds tracked by Wall St. Rank hold KBWD as of Q3 2022.

American Portfolios Advisors held 692 shares of Invesco KBW High Dividend Yield Financial ETF worth $9.59K as of Q3 2022.
American Portfolios Advisors left its Invesco KBW High Dividend Yield Financial ETF share count unchanged in Q3 2022.
Invesco KBW High Dividend Yield Financial ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2549 holding.
American Portfolios Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $16.3K in Q4 2017.
72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.