AE Wealth Management LLC
Position in KBWD — Invesco KBW High Dividend Yield Financial ETF
CIK 1697723
TOPEKA, KS
All Filings in KBWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWD | $8,151 | 650 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 KBWD | $8,879 | 650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 KBWD | $8,794 | 650 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 KBWD | $18,211 | 1,313 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 KBWD | $19,001 | 1,315 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 KBWD | $2,956,650 | 201,544 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 KBWD | $2,817,647 | 184,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 KBWD | $1,539,870 | 102,385 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 KBWD | $5,004,354 | 323,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 KBWD | $616,684 | 38,883 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 KBWD | $1,582,433 | 104,176 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 KBWD | $509,131 | 32,574 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||