Strategies Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Strategies Wealth Advisors’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
2024 Q2	–	Sell	-110,144	Closed	-$1.71M	–	96
2024 Q1	$1.71M	Hold	110,144	–	–	0.26%	34
2023 Q4	$1.75M	Hold	110,144	–	–	0.3%	34
2023 Q3	$1.67M	Buy	110,144 +1,117	+1%	+$17.7K	0.33%	35
2023 Q2	$1.7M	Buy	109,027 +3,490	+3%	+$51.2K	0.35%	35
2023 Q1	$1.56M	Buy	105,537 +2,875	+3%	+$45.7K	0.34%	34
2022 Q4	$1.53M	Buy	+102,662	New	+$1.57M	0.38%	32
2022 Q2	$1.6M	Buy	97,369 +2,272	+2%	+$40.5K	0.46%	30
2022 Q1	$1.86M	Buy	95,097 +1,977	+2%	+$38.9K	0.5%	28
2021 Q4	$1.89M	Buy	+93,120	New	+$1.93M	0.53%	34

Other funds holding KBWD

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

LPL Financial San Diego, California $376B 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group

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

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return