National Bank of Canada
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National Bank of Canada’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

National Bank of Canada’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
2025
Q1 		– Sell
-2,000
Closed -$29.3K – 3002
2024
Q4 		$29.3K Buy
+2,000
New +$30.1K ﹤0.01% 2087

Other funds holding KBWD

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

National Bank of Canada's KBWD Position: Q1 2025 in Review

National Bank of Canada sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2025, closing a stake of 2,000 shares — an estimated $29.3K sold.

National Bank of Canada first reported a position in KBWD in Q4 2024 and held it in 1 quarter. The position peaked at $29.3K in Q4 2024. 72 funds tracked by Wall St. Rank hold KBWD as of Q1 2025.

  • National Bank of Canada reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2025 after selling out during the quarter.
  • National Bank of Canada sold 2,000 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2025, an estimated $29.3K.
  • National Bank of Canada first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2024 and held it in 1 quarter.
  • National Bank of Canada's Invesco KBW High Dividend Yield Financial ETF position peaked at $29.3K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2025.

Based on National Bank of Canada's 13F filing for Q1 2025, filed 12 May 2025.