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

Johanson Financial 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
2020 Q1	–	Sell	-19,019	Closed	-$867K	–	172
2019 Q4	$867K	Buy	+19,019	New	+$406K	0.04%	154

Other funds holding KBWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Johanson Financial Advisors's KBWD Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2020, closing a stake of 19,019 shares — an estimated $867K sold.

Johanson Financial Advisors first reported a position in KBWD in Q4 2019 and held it in 1 quarter. The position peaked at $867K in Q4 2019. 54 funds tracked by Wall St. Rank hold KBWD as of Q1 2020.

Johanson Financial Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 19,019 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2020, an estimated $867K.
Johanson Financial Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2019 and held it in 1 quarter.
Johanson Financial Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $867K in Q4 2019.
54 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.