Russell Investments Group
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Russell Investments Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Russell Investments Group’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
Q1 		– Sell
-158
Closed -$2.32K – 3839
2024
Q4 		$2.32K Sell
158
-152
-49% -$2.29K ﹤0.01% 3422
2024
Q3 		$4.74K Hold
310
– – ﹤0.01% 3227
2024
Q2 		$4.66K Hold
310
– – ﹤0.01% 3227
2024
Q1 		$4.8K Sell
310
-34
-10% -$521 ﹤0.01% 2953
2023
Q4 		$5.46K Buy
+344
New +$5.06K ﹤0.01% 2900

Other funds holding KBWD

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Russell Investments Group's KBWD Position: Q1 2025 in Review

Russell Investments Group sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2025, closing a stake of 158 shares — an estimated $2.32K sold.

Russell Investments Group first reported a position in KBWD in Q4 2023 and held it in 5 quarters. The position peaked at $5.46K in Q4 2023. 72 funds tracked by Wall St. Rank hold KBWD as of Q1 2025.

  • Russell Investments Group reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2025 after selling out during the quarter.
  • Russell Investments Group sold 158 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2025, an estimated $2.32K.
  • Russell Investments Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2023 and held it in 5 quarters.
  • Russell Investments Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $5.46K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2025.

Based on Russell Investments Group's 13F filing for Q1 2025, filed 13 May 2025.