Purchases and Sales Made in Q4 2025 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 Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.8KNew |
$1.82M - $1.96M
|
24.8K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
16.5KNew |
$1.21M - $1.3M
|
16.5K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
10.4KNew |
$768K - $827K
|
10.4K
$804K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.85KNew |
$357K - $384K
|
4.85K
$374K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.43KNew |
$252K - $271K
|
3.43K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.1KNew |
$228K - $245K
|
3.1K
$238K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66KNew |
$195K - $211K
|
2.66K
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.42KNew |
$178K - $191K
|
2.42K
$186K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 358.89% |
$162K - $174K
|
2.81K
$217K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.72K+ 6.64% |
$127K - $136K
|
27.6K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.62K+ 32.62% |
$119K - $129K
|
6.6K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
974+ 1.18% |
$71.6K - $77.2K
|
83.5K
$6.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
568+ 2.64% |
$41.8K - $45K
|
22.1K
$1.7M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
287+ 3.59% |
$21.1K - $22.7K
|
8.28K
$637K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 123.28% |
$10.5K - $11.3K
|
259
$19.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
135New |
$9.93K - $10.7K
|
135
$10.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41New |
$3.02K - $3.25K
|
41
$3.16K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3+ 0.1% |
$221 - $238
|
3.01K
$232K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-37- 49.33% |
$2.72K - $2.93K
|
38
$2.93K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-140- 37.74% |
$10.3K - $11.1K
|
231
$17.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-250- 1.75% |
$18.4K - $19.8K
|
14K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-279- 3.12% |
$20.5K - $22.1K
|
8.67K
$668K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.42K- 10.82% |
$105K - $113K
|
11.7K
$904K
|
|