Mariner Independent Advisor Network’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Mariner Independent Advisor Network’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
2018 Q2	–	Sell	-37,087	Closed	-$841K	–	246
2018 Q1	$841K	Buy	37,087 +9,215	+33%	+$210K	0.05%	238
2017 Q4	$658K	Sell	27,872 -19,744	-41%	-$469K	0.07%	219
2017 Q3	$1.15M	Buy	47,616 +17,631	+59%	+$419K	0.19%	91
2017 Q2	$727K	Buy	+29,985	New	+$722K	0.1%	143

Other funds holding KBWD

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mariner Independent Advisor Network's KBWD Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2018, closing a stake of 37,087 shares — an estimated $841K sold.

Mariner Independent Advisor Network first reported a position in KBWD in Q2 2017 and held it in 4 quarters. The position peaked at $1.15M in Q3 2017. 45 funds tracked by Wall St. Rank hold KBWD as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 37,087 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2018, an estimated $841K.
Mariner Independent Advisor Network first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2017 and held it in 4 quarters.
Mariner Independent Advisor Network's Invesco KBW High Dividend Yield Financial ETF position peaked at $1.15M in Q3 2017.
45 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.