Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 53,680 shares of KBWD stock, worth $726,827. This represents 0.04% of its overall portfolio holdings.

Number of Shares
53,680
Previous 42,441 26.48%
Holding current value
$726,827
Previous $589 Million 23.38%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$13.46 - $14.38 $151,276 - $161,616
11,239 Added 26.48%
53,680 $726 Million
Q2 2025

Jul 23, 2025
BUY
$12.37 - $14.5 $169,407 - $198,577
13,695 Added 47.64%
42,441 $589 Million
Q1 2025

Jul 25, 2025
SELL
$14.31 - $15.69 $195,975 - $214,874
-13,695 Reduced 32.27%
28,746 $415 Million
Q1 2025

Apr 21, 2025
BUY
$14.31 - $15.69 $411,355 - $451,024
28,746 New
28,746 $415 Million

Others Institutions Holding KBWD

# of Institutions
87
Shares Held
6.16M
Call Options Held
19.1K
Put Options Held
0
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
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