Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PREMIUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152KNew |
$2.7M - $3.22M
|
152K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
96.6K+ 80.21% |
$1.71M - $2.04M
|
217K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
92.2KNew |
$1.63M - $1.95M
|
92.2K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.3K+ 80.33% |
$1.21M - $1.45M
|
153K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.5K+ 5.51% |
$505K - $603K
|
546K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5KNew |
$204K - $244K
|
11.5K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
11.4K+ 54.71% |
$203K - $242K
|
32.3K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.9K+ 801.02% |
$194K - $232K
|
12.3K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.6K+ 19.88% |
$81.4K - $97.2K
|
27.7K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.05KNew |
$53.9K - $64.4K
|
3.05K
$52.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.59K+ 85.18% |
$28.2K - $33.7K
|
3.46K
$59.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.52KNew |
$26.9K - $32.1K
|
1.52K
$26.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$26.7K - $31.9K
|
1.51K
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$22.1K - $26.4K
|
1.25K
$21.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
650+ 180.56% |
$11.5K - $13.8K
|
1.01K
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
544+ 5.15% |
$9.63K - $11.5K
|
11.1K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
199New |
$3.52K - $4.21K
|
199
$3.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
75+ 0.54% |
$1.33K - $1.59K
|
13.9K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 3.39% |
$35.4 - $42.3
|
61
$1.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-271- 1.7% |
$4.8K - $5.73K
|
15.7K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-562- 0.75% |
$9.95K - $11.9K
|
74.5K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.08K- 6.95% |
$19.1K - $22.8K
|
14.4K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 2.86% |
$20.7K - $24.8K
|
39.8K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.8K- 69.08% |
$67.3K - $80.4K
|
1.7K
$29.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-13.2K- 3.94% |
$233K - $279K
|
321K
$5.53M
|