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Parallel Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Parallel Advisors’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
Q2 		– Sell
-580
Closed -$8.98K – 3374
2024
Q1 		$8.98K Buy
+580
New +$8.88K ﹤0.01% 2351

Other funds holding KBWD

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Parallel Advisors's KBWD Position: Q2 2024 in Review

Parallel Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2024, closing a stake of 580 shares — an estimated $8.98K sold.

Parallel Advisors first reported a position in KBWD in Q1 2024 and held it in 1 quarter. The position peaked at $8.98K in Q1 2024. 73 funds tracked by Wall St. Rank hold KBWD as of Q2 2024.

  • Parallel Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2024 after selling out during the quarter.
  • Parallel Advisors sold 580 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2024, an estimated $8.98K.
  • Parallel Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2024 and held it in 1 quarter.
  • Parallel Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $8.98K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.