Spire Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Spire Wealth Management’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 Q4	–	Sell	-333	Closed	-$7K	–	2964
2021 Q3	$7K	Hold	333	–	–	﹤0.01%	2196
2021 Q2	$7K	Hold	333	–	–	﹤0.01%	2233
2021 Q1	$7K	Buy	+333	New	+$6.08K	﹤0.01%	2528

Other funds holding KBWD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spire Wealth Management's KBWD Position: Q4 2021 in Review

Spire Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2021, closing a stake of 333 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in KBWD in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 85 funds tracked by Wall St. Rank hold KBWD as of Q4 2021.

Spire Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 333 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2021, an estimated $7K.
Spire Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $7K in Q3 2021.
85 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.