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Global Wealth Management Investment Advisory’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q4 		– Sell
-50
Closed -$760 – 485
2023
Q3 		$760 Buy
+50
New +$794 ﹤0.01% 431

Other funds holding KBWD

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's KBWD Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2023, closing a stake of 50 shares — an estimated $760 sold.

Global Wealth Management Investment Advisory first reported a position in KBWD in Q3 2023 and held it in 1 quarter. The position peaked at $760 in Q3 2023. 73 funds tracked by Wall St. Rank hold KBWD as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2023, an estimated $760.
  • Global Wealth Management Investment Advisory first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco KBW High Dividend Yield Financial ETF position peaked at $760 in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.