FFA
Founders Financial Alliance’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
7,520
| – | – | 0.02% | 349 |
|
|
2025
Q1 | $109K | Buy |
7,520
+30
| +0.4% | +$434 | 0.03% | 379 |
|
|
2024
Q4 | $110K | Buy |
7,490
+687
| +10% | +$10.1K | 0.03% | 315 |
|
|
2024
Q3 | $104K | Buy |
6,803
+1,283
| +23% | +$19.6K | 0.03% | 329 |
|
|
2024
Q2 | $83K | Buy |
5,520
+165
| +3% | +$2.48K | 0.02% | 338 |
|
|
2024
Q1 | $82.9K | Buy |
5,355
+520
| +11% | +$8.06K | 0.02% | 344 |
|
|
2023
Q4 | $76.7K | Buy |
4,835
+1,510
| +45% | +$23.9K | 0.03% | 311 |
|
|
2023
Q3 | $50.5K | Buy |
3,325
+390
| +13% | +$5.92K | 0.02% | 320 |
|
|
2023
Q2 | $45.9K | Buy |
2,935
+270
| +10% | +$4.22K | 0.02% | 348 |
|
|
2023
Q1 | $39.3K | Buy |
2,665
+455
| +21% | +$6.71K | 0.02% | 324 |
|
|
2022
Q4 | $32.8K | Buy |
2,210
+161
| +8% | +$2.39K | 0.02% | 361 |
|
|
2022
Q3 | $28K | Buy |
2,049
+291
| +17% | +$3.98K | 0.01% | 367 |
|
|
2022
Q2 | $29K | Buy |
1,758
+878
| +100% | +$14.5K | 0.01% | 381 |
|
|
2022
Q1 | $17K | Hold |
880
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $18K | Hold |
880
| – | – | 0.01% | 405 |
|
|
2021
Q3 | $18K | Hold |
880
| – | – | 0.01% | 378 |
|
|
2021
Q2 | $18K | Hold |
880
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $18K | Hold |
880
| – | – | 0.01% | 379 |
|
|
2020
Q4 | $15K | Hold |
880
| – | – | 0.01% | 352 |
|
|
2020
Q3 | $12K | Buy |
+880
| New | +$12K | 0.01% | 710 |
|