Waterloo Capital’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Waterloo Capital’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
2025 Q3	$375K	Hold
2025 Q2	$384K	Hold
2025 Q1	$401K	Hold
2024 Q4	$407K	Sell
2024 Q3	$551K	Hold
2024 Q2	$543K	Sell
2024 Q1	$1.04M	Sell
2023 Q4	$1.25M	Buy