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Triad Wealth Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-310
Closed -$4.66K – 501
2024
Q2 		$4.66K Buy
+310
New +$4.72K ﹤0.01% 588

Other funds holding KBWD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Triad Wealth Partners's KBWD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2024, closing a stake of 310 shares — an estimated $4.66K sold.

Triad Wealth Partners first reported a position in KBWD in Q2 2024 and held it in 1 quarter. The position peaked at $4.66K in Q2 2024. 75 funds tracked by Wall St. Rank hold KBWD as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 310 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2024, an estimated $4.66K.
  • Triad Wealth Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $4.66K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.