Mariner
KBWD icon

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

Mariner’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
2024
Q4 		– Sell
-16,257
Closed -$248K – 3457
2024
Q3 		$248K Sell
16,257
-6,292
-28% -$96.7K ﹤0.01% 2738
2024
Q2 		$339K Buy
22,549
+6,292
+39% +$95.7K ﹤0.01% 2357
2024
Q1 		$252K Sell
16,257
-117
-0.7% -$1.79K ﹤0.01% 2590
2023
Q4 		$260K Buy
16,374
+117
+0.7% +$1.72K ﹤0.01% 2468
2023
Q3 		$247K Buy
+16,257
New +$258K ﹤0.01% 2330
2021
Q1 		– Sell
-50,000
Closed -$828K – 875
2020
Q4 		$828K Buy
+50,000
New +$757K 0.01% 597

Other funds holding KBWD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mariner's KBWD Position: Q4 2024 in Review

Mariner sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2024, closing a stake of 16,257 shares — an estimated $248K sold.

Mariner first reported a position in KBWD in Q4 2020 and held it in 6 quarters. The position peaked at $828K in Q4 2020. 81 funds tracked by Wall St. Rank hold KBWD as of Q4 2024.

  • Mariner reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2024 after selling out during the quarter.
  • Mariner sold 16,257 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2024, an estimated $248K.
  • Mariner first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2020 and held it in 6 quarters.
  • Mariner's Invesco KBW High Dividend Yield Financial ETF position peaked at $828K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.