Question 1

How many shares of KBWD does HighTower Advisors, LLC own?

Accepted Answer

HighTower Advisors, LLC previously held 0 shares of KBWD (INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF) before exiting the position in 2022-Q4.

Question 2

What is HighTower Advisors, LLC's KBWD position worth?

Accepted Answer

HighTower Advisors, LLC's KBWD position was last reported at $0 in 2022-Q4 before the exit.

Question 3

Is HighTower Advisors, LLC buying or selling KBWD?

Accepted Answer

In 2022-Q4, HighTower Advisors, LLC exited their KBWD position entirely (-100.0% change in shares).

Question 4

When did HighTower Advisors, LLC first buy KBWD?

Accepted Answer

Based on available 13F filings, HighTower Advisors, LLC first reported a position in KBWD in 2021-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$9.45	0
2022-Q3	Increased	987,232	+27.7%	$13.7M	0.0%	$8.57	35
2022-Q2	Increased	773,022	+2.0%	$12.7M	0.0%	$9.90	28
2022-Q1	Increased	757,889	+3.1%	$14.8M	0.0%	$11.50	29
2021-Q4	Increased	735,090	+1.6%	$14.9M	0.0%	$11.69	28
2021-Q3	New	723,822	-	$14.7M	0.0%	$11.50	39

KBWD6 quarters

KBWD
6 quarters