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

Plante Moran Financial 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
2022
Q3 		– Sell
-1,400
Closed -$23K – 970
2022
Q2 		$23K Buy
+1,400
New +$25K ﹤0.01% 439

Other funds holding KBWD

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Plante Moran Financial Advisors's KBWD Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2022, closing a stake of 1,400 shares — an estimated $23K sold.

Plante Moran Financial Advisors first reported a position in KBWD in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 72 funds tracked by Wall St. Rank hold KBWD as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,400 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2022, an estimated $23K.
  • Plante Moran Financial Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $23K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.