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Kingsview Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Kingsview Wealth 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
2022
Q1 		– Sell
-15,907
Closed -$323K – 946
2021
Q4 		$323K Buy
+15,907
New +$330K 0.01% 700

Other funds holding KBWD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kingsview Wealth Management's KBWD Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2022, closing a stake of 15,907 shares — an estimated $323K sold.

Kingsview Wealth Management first reported a position in KBWD in Q4 2021 and held it in 1 quarter. The position peaked at $323K in Q4 2021. 81 funds tracked by Wall St. Rank hold KBWD as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,907 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2022, an estimated $323K.
  • Kingsview Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $323K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.