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 New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marks Group Wealth Management's KBWD Position: Q4 2021 in Review

Marks Group Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2021, closing a stake of 74,067 shares — an estimated $1.51M sold.

Marks Group Wealth Management first reported a position in KBWD in Q4 2019 and held it in 8 quarters. The position peaked at $1.74M in Q4 2019. 84 funds tracked by Wall St. Rank hold KBWD as of Q4 2021.

Marks Group Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2021 after selling out during the quarter.
Marks Group Wealth Management sold 74,067 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2021, an estimated $1.51M.
Marks Group Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2019 and held it in 8 quarters.
Marks Group Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $1.74M in Q4 2019.
84 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2021.

Based on Marks Group Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.