Edge Wealth Management LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Edge Wealth Management LLC

  • $528 Million
  • Q3 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 19, 2021
SELL
$13.15 - $16.78 $39,450 - $50,340
-3,000 Closed
0 $0
Q3 2020

Oct 21, 2020
SELL
$12.64 - $14.35 $195,920 - $222,425
-15,500 Reduced 83.78%
3,000 $40,000
Q2 2020

Aug 03, 2020
BUY
$9.28 - $15.83 $171,680 - $292,855
18,500 New
18,500 $251,000

Others Institutions Holding KBWD

# of Institutions
85
Shares Held
5.88M
Call Options Held
0
Put Options Held
45.7K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
Track This Portfolio

Track Edge Wealth Management LLC Portfolio

Follow Edge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email