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

GeoWealth Management’s Portfolio KBWD Stock Details KBWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,464
Closed -$411K – 1262
2025
Q1 		$411K Buy
28,464
+18,465
+185% +$267K 0.02% 468
2024
Q4 		$147K Buy
+9,999
New +$147K ﹤0.01% 866