Kings Point Capital Management’s iShares Core High Dividend ETF HDV Stock Holding History

Kings Point Capital Management’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$90K	Hold	4,225	–	–	0.01%	287
2021 Q4	$85K	Hold	4,225	–	–	0.01%	322
2021 Q3	$80K	Hold	4,225	–	–	0.01%	302
2021 Q2	$82K	Hold	4,225	–	–	0.01%	295
2021 Q1	$80K	Hold	4,225	–	–	0.01%	291
2020 Q4	$74K	Hold	4,225	–	–	0.01%	277
2020 Q3	$68K	Hold	4,225	–	–	0.01%	279
2020 Q2	$69K	Hold	4,225	–	–	0.01%	247
2020 Q1	$60K	Hold	4,225	–	–	0.01%	263
2019 Q4	$83K	Hold	4,225	–	–	0.01%	257
2019 Q3	$80K	Hold	4,225	–	–	0.01%	242
2019 Q2	$80K	Hold	4,225	–	–	0.01%	211
2019 Q1	$79K	Hold	4,225	–	–	0.02%	191
2018 Q4	$71K	Hold	4,225	–	–	0.02%	184
2018 Q3	$77K	Hold	4,225	–	–	0.01%	200
2018 Q2	$72K	Hold	4,225	–	–	0.01%	206
2018 Q1	$71K	Hold	4,225	–	–	0.01%	200
2017 Q4	$76K	Hold	4,225	–	–	0.02%	195
2017 Q3	$73K	Hold	4,225	–	–	0.02%	195
2017 Q2	$70K	Hold	4,225	–	–	0.02%	197
2017 Q1	$71K	Hold	4,225	–	–	0.02%	195
2016 Q4	$70K	Hold	4,225	–	–	0.02%	181
2016 Q3	$69K	Hold	4,225	–	–	0.02%	168
2016 Q2	$69K	Hold	4,225	–	–	0.02%	170
2016 Q1	$66K	Hold	4,225	–	–	0.02%	168
2015 Q4	$62K	Hold	4,225	–	–	0.02%	183
2015 Q3	$59K	Buy	+4,225	New	+$61.2K	0.02%	202

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Kings Point Capital Management's HDV Position: Q1 2022 in Review

Kings Point Capital Management held its iShares Core High Dividend ETF (HDV) position steady in Q1 2022 at 4,225 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #287.

Kings Point Capital Management first reported a position in HDV in Q3 2015 and has held it in 27 quarters since. 611 funds tracked by Wall St. Rank hold HDV as of Q1 2022.

Kings Point Capital Management held 4,225 shares of iShares Core High Dividend ETF worth $90K as of Q1 2022.
Kings Point Capital Management left its iShares Core High Dividend ETF share count unchanged in Q1 2022.
iShares Core High Dividend ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #287 holding.
Kings Point Capital Management first reported a position in iShares Core High Dividend ETF in Q3 2015 and has held it in 27 quarters since.
611 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.