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

JOYN 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
2019
Q1 		– Sell
-237
Closed -$5K – 778
2018
Q4 		$5K Buy
+237
New +$5.1K ﹤0.01% 1239

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JOYN Advisors's KBWD Position: Q1 2019 in Review

JOYN Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2019, closing a stake of 237 shares — an estimated $5K sold.

JOYN Advisors first reported a position in KBWD in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 53 funds tracked by Wall St. Rank hold KBWD as of Q1 2019.

  • JOYN Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 237 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2019, an estimated $5K.
  • JOYN Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2018 and held it in 1 quarter.
  • JOYN Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $5K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.