Kovack Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
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|
2025
Q1 | $175K | Hold |
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|
2024
Q4 | $177K | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $199K | Buy |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $209K | Buy |
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