Northwestern Mutual Wealth Management
KBWD icon

Northwestern Mutual Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Northwestern Mutual 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
2025
Q1 		– Sell
-1,116
Closed -$16.4K – 3811
2024
Q4 		$16.4K Sell
1,116
-7,396
-87% -$111K ﹤0.01% 2581
2024
Q3 		$130K Buy
8,512
+7,059
+486% +$108K ﹤0.01% 1789
2024
Q2 		$21.9K Buy
+1,453
New +$22.1K ﹤0.01% 2364
2023
Q4 		– Sell
-13
Closed -$197 – 3578
2023
Q3 		$197 Buy
+13
New +$206 ﹤0.01% 3181

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Bank of America
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MHFA
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GI
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TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 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

Northwestern Mutual Wealth Management's KBWD Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2025, closing a stake of 1,116 shares — an estimated $16.4K sold.

Northwestern Mutual Wealth Management first reported a position in KBWD in Q3 2023 and held it in 4 quarters. The position peaked at $130K in Q3 2024. 72 funds tracked by Wall St. Rank hold KBWD as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,116 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2025, an estimated $16.4K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2023 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $130K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.