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Wealthspire Advisors (Maryland)’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-1,710
Closed -$40K – 2570
2017
Q4 		$40K Buy
+1,710
New +$40.6K ﹤0.01% 1098

Other funds holding KBWD

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Morgan Stanley New York $1.66T AUM 25.57% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KBWD Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2018, closing a stake of 1,710 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in KBWD in Q4 2017 and held it in 1 quarter. The position peaked at $40K in Q4 2017. 46 funds tracked by Wall St. Rank hold KBWD as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,710 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2018, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Invesco KBW High Dividend Yield Financial ETF position peaked at $40K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.