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

WealthShield 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
2021 Q3	–	Sell	-4,409	Closed	-$91K	–	492
2021 Q2	$91K	Buy	+4,409	New	+$90.7K	0.01%	375
2020 Q4	–	Sell	-4,410	Closed	-$59K	–	354
2020 Q3	$59K	Hold	4,410	–	–	0.02%	297
2020 Q2	$60K	Hold	4,410	–	–	0.03%	241
2020 Q1	$48K	Sell	4,410 -7,465	-63%	-$145K	0.03%	191
2019 Q4	$260K	Hold	11,875	–	–	0.13%	154
2019 Q3	$248K	Hold	11,875	–	–	0.13%	150
2019 Q2	$255K	Buy	+11,875	New	+$256K	0.15%	127

Other funds holding KBWD

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WealthShield Partners's KBWD Position: Q3 2021 in Review

WealthShield Partners sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2021, closing a stake of 4,409 shares — an estimated $91K sold.

WealthShield Partners first reported a position in KBWD in Q2 2019 and held it in 7 quarters. The position peaked at $260K in Q4 2019. 76 funds tracked by Wall St. Rank hold KBWD as of Q3 2021.

WealthShield Partners reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 4,409 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2021, an estimated $91K.
WealthShield Partners first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2019 and held it in 7 quarters.
WealthShield Partners's Invesco KBW High Dividend Yield Financial ETF position peaked at $260K in Q4 2019.
76 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.