Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.04KNew |
$434K - $533K
|
7.04K
$497K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.01K+ 17.11% |
$432K - $531K
|
48K
$3.39M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.3KNew |
$388K - $477K
|
6.3K
$445K
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.24KNew |
$323K - $397K
|
5.24K
$370K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.2K+ 1680.0% |
$259K - $318K
|
4.45K
$314K
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.85KNew |
$237K - $291K
|
3.85K
$271K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85KNew |
$237K - $291K
|
3.85K
$271K
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
3.84K+ 76.8% |
$237K - $291K
|
8.83K
$624K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.49KNew |
$215K - $264K
|
3.49K
$246K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.39KNew |
$209K - $256K
|
3.39K
$239K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.2K+ 0.46% |
$197K - $242K
|
700K
$49.5M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 24.38% |
$144K - $177K
|
11.9K
$842K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9KNew |
$117K - $144K
|
1.9K
$134K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.83K+ 23.56% |
$113K - $139K
|
9.6K
$678K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 3.17% |
$109K - $134K
|
57.7K
$4.07M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.67K+ 24.25% |
$103K - $126K
|
8.54K
$603K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49KNew |
$91.5K - $112K
|
1.49K
$105K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 1848.75% |
$91.2K - $112K
|
1.56K
$110K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.47K+ 7.21% |
$90.4K - $111K
|
21.8K
$1.54M
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.11K+ 33.09% |
$68.1K - $83.7K
|
4.44K
$314K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
970+ 1.62% |
$59.8K - $73.5K
|
60.9K
$4.3M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
848+ 14.11% |
$52.3K - $64.2K
|
6.86K
$484K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
804+ 132.24% |
$49.6K - $60.9K
|
1.41K
$99.7K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
624New |
$38.5K - $47.3K
|
624
$44.1K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
535New |
$33K - $40.5K
|
535
$37.8K
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
465+ 7.55% |
$28.7K - $35.2K
|
6.63K
$468K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
462New |
$28.5K - $35K
|
462
$32.6K
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$15.4K - $18.9K
|
250
$17.7K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$12.3K - $15.2K
|
200
$14.1K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167+ 5.6% |
$10.3K - $12.7K
|
3.15K
$222K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
154+ 0.78% |
$9.49K - $11.7K
|
20K
$1.41M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
125+ 0.55% |
$7.71K - $9.47K
|
23K
$1.63M
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
117+ 0.06% |
$7.21K - $8.86K
|
191K
$13.5M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115New |
$7.09K - $8.71K
|
115
$8.12K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82+ 100.0% |
$5.05K - $6.21K
|
164
$11.6K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
61New |
$3.76K - $4.62K
|
61
$4.31K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45+ 0.81% |
$2.77K - $3.41K
|
5.58K
$394K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.53% |
$678 - $833
|
2.07K
$146K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9New |
$555 - $682
|
9
$635
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.02% |
$493 - $606
|
37.1K
$2.62M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.67% |
$370 - $455
|
902
$63.7K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.19% |
$247 - $303
|
2.13K
$150K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.54% |
$123 - $152
|
370
$26.1K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$61.6 - $75.8
|
4.44K
$313K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.45% |
$61.6 - $75.8
|
224
$15.8K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25Closed |
$1.54K - $1.89K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-30- 1.76% |
$1.85K - $2.27K
|
1.67K
$118K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-88Closed |
$5.42K - $6.67K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 2.11% |
$6.16K - $7.58K
|
4.65K
$328K
|