Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Kayne Anderson Rudnick Investment 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
2024
Q3 		– Sell
-850
Closed -$12.8K – 1010
2024
Q2 		$12.8K Buy
+850
New +$12.9K ﹤0.01% 612

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GI
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MHFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's KBWD Position: Q3 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2024, closing a stake of 850 shares — an estimated $12.8K sold.

Kayne Anderson Rudnick Investment Management first reported a position in KBWD in Q2 2024 and held it in 1 quarter. The position peaked at $12.8K in Q2 2024. 75 funds tracked by Wall St. Rank hold KBWD as of Q3 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 850 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2024, an estimated $12.8K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $12.8K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.