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

Highlander Capital Management’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
2024
Q1 		$81.2K Buy
5,245
+1,025
+24% +$15.7K 0.03% 324
2023
Q4 		$66.9K Buy
4,220
+2,300
+120% +$33.8K 0.02% 346
2023
Q3 		$29K Buy
+1,920
New +$30.5K 0.01% 455

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Highlander Capital Management's KBWD Position: Q1 2024 in Review

Highlander Capital Management increased its Invesco KBW High Dividend Yield Financial ETF (KBWD) stake by 24% in Q1 2024, buying an estimated $15.7K and bringing the position to 5,245 shares worth $81.2K. The position accounts for 0.03% of the portfolio, ranked #324.

Highlander Capital Management first reported a position in KBWD in Q3 2023 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold KBWD as of Q1 2024.

  • Highlander Capital Management held 5,245 shares of Invesco KBW High Dividend Yield Financial ETF worth $81.2K as of Q1 2024.
  • Highlander Capital Management bought 1,025 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2024, an estimated $15.7K.
  • Invesco KBW High Dividend Yield Financial ETF made up 0.03% of Highlander Capital Management's portfolio in Q1 2024, its #324 holding.
  • Highlander Capital Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2023 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.