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Wealthcare Advisory Partners’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Wealthcare Advisory 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
2022
Q4 		– Sell
-28,018
Closed -$388K – 699
2022
Q3 		$388K Buy
+28,018
New +$478K 0.02% 425

Other funds holding KBWD

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's KBWD Position: Q4 2022 in Review

Wealthcare Advisory Partners sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2022, closing a stake of 28,018 shares — an estimated $388K sold.

Wealthcare Advisory Partners first reported a position in KBWD in Q3 2022 and held it in 1 quarter. The position peaked at $388K in Q3 2022. 75 funds tracked by Wall St. Rank hold KBWD as of Q4 2022.

  • Wealthcare Advisory Partners reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 28,018 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2022, an estimated $388K.
  • Wealthcare Advisory Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2022 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $388K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2022, filed 13 Feb 2023.