HighTower Advisors
KBWD icon

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

HighTower Advisors’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
2022
Q4 		– Sell
-987,232
Closed -$13.7M – 3432
2022
Q3 		$13.7M Buy
987,232
+214,210
+28% +$3.65M 0.04% 458
2022
Q2 		$12.7M Buy
773,022
+15,133
+2% +$270K 0.03% 490
2022
Q1 		$14.8M Buy
757,889
+22,799
+3% +$448K 0.03% 483
2021
Q4 		$14.9M Buy
735,090
+11,268
+2% +$233K 0.03% 469
2021
Q3 		$14.7M Buy
+723,822
New +$14.8M 0.04% 413

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

HighTower Advisors's KBWD Position: Q4 2022 in Review

HighTower Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2022, closing a stake of 987,232 shares — an estimated $13.7M sold.

HighTower Advisors first reported a position in KBWD in Q3 2021 and held it in 5 quarters. The position peaked at $14.9M in Q4 2021. 75 funds tracked by Wall St. Rank hold KBWD as of Q4 2022.

  • HighTower Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 987,232 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2022, an estimated $13.7M.
  • HighTower Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2021 and held it in 5 quarters.
  • HighTower Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $14.9M in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.