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Johnson Financial Group Inc (Wisconsin)’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-568
Closed -$12K – 745
2021
Q4 		$12K Hold
568
– – ﹤0.01% 604
2021
Q3 		$12K Hold
568
– – ﹤0.01% 535
2021
Q2 		$12K Buy
+568
New +$11.7K ﹤0.01% 550

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Johnson Financial Group Inc (Wisconsin)'s KBWD Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2022, closing a stake of 568 shares — an estimated $12K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in KBWD in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 81 funds tracked by Wall St. Rank hold KBWD as of Q1 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 568 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2022, an estimated $12K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2021 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco KBW High Dividend Yield Financial ETF position peaked at $12K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.