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

Cetera 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
2019
Q2 		– Sell
-6,844
Closed -$150K – 1134
2019
Q1 		$150K Buy
+6,844
New +$149K 0.01% 832

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisors's KBWD Position: Q2 2019 in Review

Cetera Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2019, closing a stake of 6,844 shares — an estimated $150K sold.

Cetera Advisors first reported a position in KBWD in Q1 2019 and held it in 1 quarter. The position peaked at $150K in Q1 2019. 59 funds tracked by Wall St. Rank hold KBWD as of Q2 2019.

  • Cetera Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 6,844 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2019, an estimated $150K.
  • Cetera Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $150K in Q1 2019.
  • 59 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.