CreativeOne Wealth’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
14,330
-14,679
| -51% | -$204K | 0.01% | 1062 |
|
|
2025
Q1 | $419K | Buy |
29,009
+2,489
| +9% | +$36K | 0.01% | 742 |
|
|
2024
Q4 | $389K | Buy |
26,520
+9,820
| +59% | +$144K | 0.01% | 784 |
|
|
2024
Q3 | $255K | Buy |
+16,700
| New | +$255K | 0.01% | 825 |
|
|
2024
Q2 | – | Sell |
-18,593
| Closed | -$288K | – | 854 |
|
|
2024
Q1 | $288K | Buy |
+18,593
| New | +$288K | 0.01% | 731 |
|