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

McClarren Financial Advisors’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 Q3	–	Sell	-218	Closed	-$3K	–	366
2023 Q2	$3K	Buy	218 +7	+3%	+$103	﹤0.01%	295
2023 Q1	$3K	Buy	211 +6	+3%	+$95	﹤0.01%	283
2022 Q4	$3K	Buy	+205	New	+$3.14K	﹤0.01%	289

Other funds holding KBWD

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

SWA

Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

McClarren Financial Advisors's KBWD Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2023, closing a stake of 218 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in KBWD in Q4 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2023. 72 funds tracked by Wall St. Rank hold KBWD as of Q3 2023.

McClarren Financial Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 218 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2023, an estimated $3K.
McClarren Financial Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2022 and held it in 3 quarters.
McClarren Financial Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $3K in Q2 2023.
72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.