Jim Simons
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Jim Simons’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Jim Simons’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
Q1 		– Sell
-10,000
Closed -$203K – 4290
2021
Q4 		$203K Buy
+10,000
New +$207K ﹤0.01% 3504

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Jim Simons's KBWD Position: Q1 2022 in Review

Jim Simons sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2022, closing a stake of 10,000 shares — an estimated $203K sold.

Jim Simons first reported a position in KBWD in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 81 funds tracked by Wall St. Rank hold KBWD as of Q1 2022.

  • Jim Simons reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2022 after selling out during the quarter.
  • Jim Simons sold 10,000 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2022, an estimated $203K.
  • Jim Simons first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2021 and held it in 1 quarter.
  • Jim Simons's Invesco KBW High Dividend Yield Financial ETF position peaked at $203K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2022.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.