Edge Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Edge Wealth Management’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
2020 Q4	–	Sell	-3,000	Closed	-$40K	–	416
2020 Q3	$40K	Sell	3,000 -15,500	-84%	-$211K	0.01%	216
2020 Q2	$251K	Buy	+18,500	New	+$234K	0.05%	127

Other funds holding KBWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Edge Wealth Management's KBWD Position: Q4 2020 in Review

Edge Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2020, closing a stake of 3,000 shares — an estimated $40K sold.

Edge Wealth Management first reported a position in KBWD in Q2 2020 and held it in 2 quarters. The position peaked at $251K in Q2 2020. 58 funds tracked by Wall St. Rank hold KBWD as of Q4 2020.

Edge Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 3,000 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2020, an estimated $40K.
Edge Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2020 and held it in 2 quarters.
Edge Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $251K in Q2 2020.
58 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.