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Paladin Wealth’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Paladin Wealth’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
2024
Q4 		– Sell
-518
Closed -$7.92K – 162
2024
Q3 		$7.92K Buy
+518
New +$7.96K 0.01% 196

Other funds holding KBWD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Paladin Wealth's KBWD Position: Q4 2024 in Review

Paladin Wealth sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2024, closing a stake of 518 shares — an estimated $7.92K sold.

Paladin Wealth first reported a position in KBWD in Q3 2024 and held it in 1 quarter. The position peaked at $7.92K in Q3 2024. 81 funds tracked by Wall St. Rank hold KBWD as of Q4 2024.

  • Paladin Wealth reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2024 after selling out during the quarter.
  • Paladin Wealth sold 518 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2024, an estimated $7.92K.
  • Paladin Wealth first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2024 and held it in 1 quarter.
  • Paladin Wealth's Invesco KBW High Dividend Yield Financial ETF position peaked at $7.92K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.