Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27K+ 14.55% |
$404K - $433K
|
212K
$3.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.98K+ 8.48% |
$149K - $160K
|
128K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
500+ 50.0% |
$7.49K - $8.03K
|
1.5K
$23.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.02K- 10.77% |
$60.2K - $64.5K
|
33.3K
$515K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-4.7K- 24.57% |
$70.4K - $75.5K
|
14.4K
$223K
|
|