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Parkside Financial Bank & Trust’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-330
Closed -$4.77K – 2872
2025
Q1 		$4.77K Buy
330
+328
+16,400% +$4.92K ﹤0.01% 1645
2024
Q4 		$30 Buy
2
+1
+100% +$15 ﹤0.01% 2127
2024
Q3 		$16 Buy
+1
New +$15 ﹤0.01% 2089

Other funds holding KBWD

LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Parkside Financial Bank & Trust's KBWD Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q2 2025, closing a stake of 330 shares — an estimated $4.77K sold.

Parkside Financial Bank & Trust first reported a position in KBWD in Q3 2024 and held it in 3 quarters. The position peaked at $4.77K in Q1 2025. 79 funds tracked by Wall St. Rank hold KBWD as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 330 Invesco KBW High Dividend Yield Financial ETF shares in Q2 2025, an estimated $4.77K.
  • Parkside Financial Bank & Trust first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2024 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Invesco KBW High Dividend Yield Financial ETF position peaked at $4.77K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.