O'Donnell Financial Services’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-227,754
Closed -$4.45M 41
2022
Q1
$4.45M Buy
227,754
+118,124
+108% +$2.32M 2.02% 13
2021
Q4
$2.15M Buy
+109,630
New +$2.27M 0.99% 15

Other funds holding KBWD

O'Donnell Financial Services's KBWD Position: Q2 2022 in Review

O'Donnell Financial Services sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2022, closing a stake of 227,754 shares — an estimated $4.45M sold.

O'Donnell Financial Services first reported a position in KBWD in Q4 2021 and held it in 2 quarters. The position peaked at $4.45M in Q1 2022. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2022.

  • O'Donnell Financial Services reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 227,754 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2022, an estimated $4.45M.
  • O'Donnell Financial Services first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2021 and held it in 2 quarters.
  • O'Donnell Financial Services's Invesco KBW High Dividend Yield Financial ETF position peaked at $4.45M in Q1 2022.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.