WFA of San Diego, LLC
Position in KBWD — Invesco KBW High Dividend Yield Financial ETF
CIK 1821407
SAN DIEGO, CA
All Filings in KBWD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWD | $27,588 | 2,200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 KBWD | $30,052 | 2,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 KBWD | $32,472 | 2,400 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 KBWD | $33,288 | 2,400 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 KBWD | $70,670 | 4,625 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 KBWD | $69,560 | 4,625 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 KBWD | $73,291 | 4,825 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 KBWD | $80,885 | 5,175 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 KBWD | $108,255 | 7,285 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 KBWD | $123,314 | 7,510 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 KBWD | $152,302 | 7,510 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 KBWD | $183,263 | 9,010 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 KBWD | $197,864 | 10,090 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 KBWD | $143,027 | 10,540 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||