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SignatureFD’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

SignatureFD’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
2020
Q4 		– Sell
-425
Closed -$6K – 2628
2020
Q3 		$6K Buy
+425
New +$5.79K ﹤0.01% 1826
2019
Q4 		– Sell
-507
Closed -$11K – 2224
2019
Q3 		$11K Buy
+507
New +$10.6K ﹤0.01% 1407

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SignatureFD's KBWD Position: Q4 2020 in Review

SignatureFD sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2020, closing a stake of 425 shares — an estimated $6K sold.

SignatureFD first reported a position in KBWD in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 58 funds tracked by Wall St. Rank hold KBWD as of Q4 2020.

  • SignatureFD reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2020 after selling out during the quarter.
  • SignatureFD sold 425 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2020, an estimated $6K.
  • SignatureFD first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2019 and held it in 2 quarters.
  • SignatureFD's Invesco KBW High Dividend Yield Financial ETF position peaked at $11K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2020.

Based on SignatureFD's 13F filing for Q4 2020, filed 11 Feb 2021.