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Financial Advocates Investment Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-12,061
Closed -$285K – 517
2017
Q4 		$285K Buy
+12,061
New +$286K 0.04% 368

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 $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Financial Advocates Investment Management's KBWD Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2018, closing a stake of 12,061 shares — an estimated $285K sold.

Financial Advocates Investment Management first reported a position in KBWD in Q4 2017 and held it in 1 quarter. The position peaked at $285K in Q4 2017. 46 funds tracked by Wall St. Rank hold KBWD as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,061 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2018, an estimated $285K.
  • Financial Advocates Investment Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $285K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.