Focus Financial Network’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Focus Financial Network’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 Q3	–	Sell	-12,365	Closed	-$265K	–	393
2019 Q2	$265K	Sell	12,365 -1,530	-11%	-$33K	0.04%	312
2019 Q1	$302K	Buy	+13,895	New	+$302K	0.05%	279

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAN

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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Focus Financial Network's KBWD Position: Q3 2019 in Review

Focus Financial Network sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2019, closing a stake of 12,365 shares — an estimated $265K sold.

Focus Financial Network first reported a position in KBWD in Q1 2019 and held it in 2 quarters. The position peaked at $302K in Q1 2019. 52 funds tracked by Wall St. Rank hold KBWD as of Q3 2019.

Focus Financial Network reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2019 after selling out during the quarter.
Focus Financial Network sold 12,365 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2019, an estimated $265K.
Focus Financial Network first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2019 and held it in 2 quarters.
Focus Financial Network's Invesco KBW High Dividend Yield Financial ETF position peaked at $302K in Q1 2019.
52 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2019.

Based on Focus Financial Network's 13F filing for Q3 2019, filed 24 Jul 2024.