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Safeguard Investment Advisory Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-940
Closed -$15K – 414
2020
Q4 		$15K Buy
+940
New +$14.2K 0.01% 352

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Wells Fargo
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's KBWD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2021, closing a stake of 940 shares — an estimated $15K sold.

Safeguard Investment Advisory Group first reported a position in KBWD in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 63 funds tracked by Wall St. Rank hold KBWD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 940 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2021, an estimated $15K.
  • Safeguard Investment Advisory Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $15K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.