Herold Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,400
Closed -$27.3K 436
2022
Q1
$27.3K Buy
+1,400
New +$27.5K 0.01% 464
2021
Q4
Sell
-1,400
Closed -$28K 425
2021
Q3
$28K Buy
+1,400
New +$28.6K 0.01% 469

Other funds holding KBWD

Herold Advisors's KBWD Position: Q2 2022 in Review

Herold Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2022, closing a stake of 1,400 shares — an estimated $27.3K sold.

Herold Advisors first reported a position in KBWD in Q3 2021 and held it in 2 quarters. The position peaked at $28K in Q3 2021. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2022.

  • Herold Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,400 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2022, an estimated $27.3K.
  • Herold Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $28K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.