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Tempus Wealth Planning’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Tempus Wealth Planning’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
2023
Q4 		– Sell
-11,697
Closed -$178K – 195
2023
Q3 		$178K Buy
11,697
+452
+4% +$7.17K 0.09% 161
2023
Q2 		$176K Buy
11,245
+86
+0.8% +$1.26K 0.08% 181
2023
Q1 		$165K Buy
+11,159
New +$177K 0.08% 172

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $1.12B AUM 24.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Tempus Wealth Planning's KBWD Position: Q4 2023 in Review

Tempus Wealth Planning sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2023, closing a stake of 11,697 shares — an estimated $178K sold.

Tempus Wealth Planning first reported a position in KBWD in Q1 2023 and held it in 3 quarters. The position peaked at $178K in Q3 2023. 73 funds tracked by Wall St. Rank hold KBWD as of Q4 2023.

  • Tempus Wealth Planning reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 11,697 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2023, an estimated $178K.
  • Tempus Wealth Planning first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q1 2023 and held it in 3 quarters.
  • Tempus Wealth Planning's Invesco KBW High Dividend Yield Financial ETF position peaked at $178K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2023.

Based on Tempus Wealth Planning's 13F filing for Q4 2023, filed 24 Jan 2024.