Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
928,493
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
885,145
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
745,613
shares
|
$10.1 Million
5.36% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
696,584
shares
|
$9.43 Million
0.0% of portfolio
|
Q3 2025
Added 28.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
549,398
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
537,666
shares
|
$7.28 Million
0.16% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
182,262
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
132,933
shares
|
$1.8 Million
0.47% of portfolio
|
Q3 2025
Added 64.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
115,309
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
106,367
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
77,798
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
67,678
shares
|
$916,360
0.2% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
61,518
shares
|
$832,953
0.0% of portfolio
|
Q3 2025
Added 90.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
59,552
shares
|
$806,334
0.0% of portfolio
|
Q3 2025
Added 26.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,812
shares
|
$742,154
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
53,680
shares
|
$726,827
0.04% of portfolio
|
Q3 2025
Added 26.48%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
52,252
shares
|
$707,492
0.37% of portfolio
|
Q3 2025
Added 26.97%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
48,004
shares
|
$649,974
0.18% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
47,862
shares
|
$648,051
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
43,201
shares
|
$584,941
0.01% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
36,136
shares
|
$489,281
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
35,546
shares
|
$481,292
0.01% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
34,336
shares
|
$464,909
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,442
shares
|
$398,644
0.03% of portfolio
|
Q2 2025
Added 57.64%
|
|