CFFP
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Center for Financial Planning’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-4,847
Closed -$75.8K – 554
2023
Q2 		$75.8K Buy
+4,847
New +$71.2K 0.02% 190

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Center for Financial Planning's KBWD Position: Q3 2023 in Review

Center for Financial Planning sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2023, closing a stake of 4,847 shares — an estimated $75.8K sold.

Center for Financial Planning first reported a position in KBWD in Q2 2023 and held it in 1 quarter. The position peaked at $75.8K in Q2 2023. 72 funds tracked by Wall St. Rank hold KBWD as of Q3 2023.

  • Center for Financial Planning reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 4,847 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2023, an estimated $75.8K.
  • Center for Financial Planning first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Invesco KBW High Dividend Yield Financial ETF position peaked at $75.8K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.