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 |
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|
2025
Q1 | $717K | Buy |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $723K | Buy |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $914K | Sell |
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $773K | Buy |
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