B. Riley Wealth Advisors’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
$342K Buy
2022
Q3
Sell
2022
Q2
$205K Buy
2022
Q1
$243K Sell
2021
Q4
$500K Buy
2021
Q3
$466K Buy
2019
Q2
Sell
2019
Q1
$202K Buy