Measured Wealth Private Client Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-100	Closed	-$2K	–	413
2018 Q3	$2K	Buy	+100	New	+$2.35K	﹤0.01%	773

Other funds holding KBWD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Measured Wealth Private Client Group's KBWD Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in KBWD in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 49 funds tracked by Wall St. Rank hold KBWD as of Q4 2018.

Measured Wealth Private Client Group reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 100 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2018, an estimated $2K.
Measured Wealth Private Client Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $2K in Q3 2018.
49 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.