Ae Wealth Management LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Ae Wealth Management LLC holds 650 shares of KBWD stock, worth $8,801. This represents 0.0% of its overall portfolio holdings.

Number of Shares
650
Previous 1,313 50.5%
Holding current value
$8,801
Previous $18,000 55.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$13.46 - $14.38 $8,923 - $9,533
-663 Reduced 50.5%
650 $8,000
Q2 2025

Aug 06, 2025
SELL
$12.37 - $14.5 $24 - $29
-2 Reduced 0.15%
1,313 $18,000
Q1 2025

May 06, 2025
SELL
$14.31 - $15.69 $2.87 Million - $3.14 Million
-200,229 Reduced 99.35%
1,315 $19,000
Q4 2024

Feb 13, 2025
BUY
$14.52 - $15.51 $248,916 - $265,887
17,143 Added 9.3%
201,544 $2.96 Million
Q3 2024

Nov 14, 2024
BUY
$14.71 - $16.26 $1.21 Million - $1.33 Million
82,016 Added 80.11%
184,401 $2.82 Million
Q2 2024

Aug 12, 2024
SELL
$14.55 - $15.75 $3.21 Million - $3.48 Million
-220,685 Reduced 68.31%
102,385 $1.54 Million
Q1 2024

May 15, 2024
BUY
$14.56 - $16.18 $4.14 Million - $4.6 Million
284,187 Added 730.88%
323,070 $5 Million
Q4 2023

Feb 14, 2024
SELL
$13.12 - $16.12 $856,644 - $1.05 Million
-65,293 Reduced 62.68%
38,883 $616,000
Q3 2023

Oct 11, 2023
BUY
$15.0 - $16.67 $1.07 Million - $1.19 Million
71,602 Added 219.81%
104,176 $1.58 Million
Q2 2023

Jul 10, 2023
BUY
$13.63 - $15.73 $443,983 - $512,389
32,574 New
32,574 $509,000

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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