Atria Wealth Solutions’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$760K	Buy	54,812 +5,190	+10%	+$70.1K	0.02%	746
2025 Q1	$717K	Buy	49,622 +294	+0.6%	+$4.41K	0.01%	1015
2024 Q4	$724K	Buy	49,328 +1,777	+4%	+$26.8K	0.01%	1059
2024 Q3	$727K	Buy	47,551 +2,372	+5%	+$36.4K	0.01%	1051
2024 Q2	$679K	Sell	45,179 -1,466	-3%	-$22.3K	0.01%	1071
2024 Q1	$723K	Buy	46,645 +4,801	+11%	+$73.5K	0.01%	1063
2023 Q4	$664K	Sell	41,844 -18,304	-30%	-$269K	0.01%	1067
2023 Q3	$914K	Sell	60,148 -2,610	-4%	-$41.4K	0.01%	860
2023 Q2	$981K	Buy	62,758 +6,406	+11%	+$94.1K	0.01%	839
2023 Q1	$831K	Buy	56,352 +347	+0.6%	+$5.51K	0.01%	871
2022 Q4	$832K	Buy	56,005 +12,961	+30%	+$199K	0.01%	840
2022 Q3	$597K	Buy	43,044 +16,650	+63%	+$284K	0.01%	932
2022 Q2	$433K	Sell	26,394 -13,196	-33%	-$235K	0.01%	1045
2022 Q1	$773K	Buy	+39,590	New	+$778K	0.01%	833