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Lumature Wealth Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		– Sell
-138
Closed -$2.04K – 395
2023
Q1 		$2.04K Buy
+138
New +$2.19K ﹤0.01% 358

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lumature Wealth Partners's KBWD Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2023, closing a stake of 138 shares — an estimated $2.04K sold.

Lumature Wealth Partners first reported a position in KBWD in Q1 2023 and held it in 1 quarter. The position peaked at $2.04K in Q1 2023. 72 funds tracked by Wall St. Rank hold KBWD as of Q2 2023.

  • Lumature Wealth Partners reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 138 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2023, an estimated $2.04K.
  • Lumature Wealth Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2023 and held it in 1 quarter.
  • Lumature Wealth Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $2.04K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.