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

Redhawk Wealth 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
2019
Q3 		– Sell
-86
Closed -$2K – 288
2019
Q2 		$2K Buy
+86
New +$1.86K ﹤0.01% 439

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Redhawk Wealth Advisors's KBWD Position: Q3 2019 in Review

Redhawk Wealth Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2019, closing a stake of 86 shares — an estimated $2K sold.

Redhawk Wealth Advisors first reported a position in KBWD in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 52 funds tracked by Wall St. Rank hold KBWD as of Q3 2019.

  • Redhawk Wealth Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2019 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 86 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2019, an estimated $2K.
  • Redhawk Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2019 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $2K in Q2 2019.
  • 52 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2019.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2019, filed 4 Oct 2019.