B. Riley Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
+24,646
| New | +$342K | 0.02% | 642 |
|
|
2022
Q3 | – | Sell |
-12,442
| Closed | -$205K | – | 1491 |
|
|
2022
Q2 | $205K | Buy |
12,442
+14
| +0.1% | +$231 | 0.01% | 1033 |
|
|
2022
Q1 | $243K | Sell |
12,428
-12,226
| -50% | -$239K | 0.01% | 1119 |
|
|
2021
Q4 | $500K | Buy |
24,654
+1,781
| +8% | +$36.1K | 0.01% | 808 |
|
|
2021
Q3 | $466K | Buy |
+22,873
| New | +$466K | 0.01% | 809 |
|
|
2019
Q2 | – | Sell |
-9,300
| Closed | -$202K | – | 814 |
|
|
2019
Q1 | $202K | Buy |
+9,300
| New | +$202K | 0.03% | 656 |
|