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

Sowell Financial Services’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
Q1 		– Sell
-442
Closed -$10K – 2567
2019
Q4 		$10K Buy
442
+3
+0.7% +$64 ﹤0.01% 1687
2019
Q3 		$9K Buy
+439
New +$9.2K ﹤0.01% 1563

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Osaic Holdings
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MML Investors Services
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Bank of America
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CAN
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MGWM
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Sowell Financial Services's KBWD Position: Q1 2020 in Review

Sowell Financial Services sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2020, closing a stake of 442 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in KBWD in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 54 funds tracked by Wall St. Rank hold KBWD as of Q1 2020.

  • Sowell Financial Services reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 442 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2020, an estimated $10K.
  • Sowell Financial Services first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Invesco KBW High Dividend Yield Financial ETF position peaked at $10K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.