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

Brown Financial 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
2024
Q3 		– Sell
-553
Closed -$8.32K – 173
2024
Q2 		$8.32K Buy
+553
New +$8.41K ﹤0.01% 183

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brown Financial Advisors's KBWD Position: Q3 2024 in Review

Brown Financial Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2024, closing a stake of 553 shares — an estimated $8.32K sold.

Brown Financial Advisors first reported a position in KBWD in Q2 2024 and held it in 1 quarter. The position peaked at $8.32K in Q2 2024. 75 funds tracked by Wall St. Rank hold KBWD as of Q3 2024.

  • Brown Financial Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 553 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2024, an estimated $8.32K.
  • Brown Financial Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $8.32K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.