Endowment Wealth Management, Inc.
EndowmentPosition in KBWD — Invesco KBW High Dividend Yield Financial ETF
CIK 1904477
APPLETON, WI
All Filings in KBWD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KBWD | $727,106 | 57,983 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 KBWD | $748,964 | 54,829 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 KBWD | $706,969 | 52,252 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 KBWD | $570,778 | 41,152 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 KBWD | $523,306 | 36,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 KBWD | $495,860 | 33,801 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 KBWD | $462,036 | 30,238 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 KBWD | $537,559 | 35,742 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 KBWD | $502,201 | 32,421 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 KBWD | $475,038 | 29,952 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 KBWD | $552,627 | 36,381 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 KBWD | $608,819 | 38,952 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 KBWD | $545,676 | 36,995 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 KBWD | $423,272 | 28,484 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 KBWD | $469,216 | 33,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KBWD | $515,653 | 31,404 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 KBWD | $583,732 | 29,889 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 KBWD | $573,619 | 28,285 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||