IFWM
KBWD icon

Institute for Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-450
Closed -$10K – 561
2019
Q4 		$10K Buy
+450
New +$9.6K ﹤0.01% 603

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Institute for Wealth Management's KBWD Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2020, closing a stake of 450 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in KBWD in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 54 funds tracked by Wall St. Rank hold KBWD as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 450 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2020, an estimated $10K.
  • Institute for Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $10K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.