Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Buy |
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|
2025
Q4 | $430K | Sell |
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|
2025
Q3 | $822K | Sell |
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|
2025
Q2 | $925K | Buy |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $406K | Buy |
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