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

Marks Group 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
2021
Q4 		– Sell
-74,067
Closed -$1.51M – 318
2021
Q3 		$1.51M Hold
74,067
– – 0.2% 127
2021
Q2 		$1.53M Hold
74,067
– – 0.21% 127
2021
Q1 		$1.45M Hold
74,067
– – 0.22% 124
2020
Q4 		$1.23M Hold
74,067
– – 0.19% 133
2020
Q3 		$994K Hold
74,067
– – 0.18% 135
2020
Q2 		$1M Sell
74,067
-5,162
-7% -$65.3K 0.2% 122
2020
Q1 		$858K Hold
79,229
– – 0.22% 125
2019
Q4 		$1.74M Buy
+79,229
New +$1.69M 0.34% 112

Other funds holding KBWD

Morgan Stanley
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return