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

Strategic Blueprint’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
Q3 		– Sell
-200
Closed -$4K – 885
2021
Q2 		$4K Buy
+200
New +$4.12K ﹤0.01% 1119

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
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

Strategic Blueprint's KBWD Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2021, closing a stake of 200 shares — an estimated $4K sold.

Strategic Blueprint first reported a position in KBWD in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 76 funds tracked by Wall St. Rank hold KBWD as of Q3 2021.

  • Strategic Blueprint reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 200 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2021, an estimated $4K.
  • Strategic Blueprint first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Invesco KBW High Dividend Yield Financial ETF position peaked at $4K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.