Advyzon Investment Management, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025

A detailed history of Advyzon Investment Management, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 10,751 shares of KBWD stock, worth $145,568. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,751
Previous 10,838 0.8%
Holding current value
$145,568
Previous $150 Million 3.23%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 10, 2025
SELL
$13.46 - $14.38 $1,171 - $1,251
-87 Reduced 0.8%
10,751 $145 Million
Q2 2025

Aug 07, 2025
BUY
$12.37 - $14.5 $4,230 - $4,959
342 Added 3.26%
10,838 $150 Million
Q1 2025

May 09, 2025
BUY
$14.31 - $15.69 $2,633 - $2,886
184 Added 1.78%
10,496 $152 Million
Q4 2024

Feb 03, 2025
BUY
$14.52 - $15.51 $149,730 - $159,939
10,312 New
10,312 $151 Million

Others Institutions Holding KBWD

# of Institutions
86
Shares Held
6.15M
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
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email