Ae Wealth Management LLC Invesco ETF Tr Ii Kbw Premium 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 Premium stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,274 shares of KBWY stock, worth $66,076. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,274
Previous 6,123 30.2%
Holding current value
$66,076
Previous $96,000 29.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$15.13 - $16.64 $27,975 - $30,767
-1,849 Reduced 30.2%
4,274 $68,000
Q2 2025

Aug 06, 2025
BUY
$14.41 - $16.7 $67,957 - $78,757
4,716 Added 335.18%
6,123 $96,000
Q1 2025

May 06, 2025
SELL
$16.62 - $17.97 $1,662 - $1,797
-100 Reduced 6.64%
1,407 $23,000
Q4 2024

Feb 13, 2025
BUY
$17.71 - $21.16 $26,688 - $31,888
1,507 New
1,507 $26,000
Q1 2020

May 07, 2020
SELL
$13.93 - $32.0 $727,508 - $1.67 Million
-52,226 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$29.9 - $32.28 $252,027 - $272,088
8,429 Added 19.25%
52,226 $1.63 Million
Q3 2019

Nov 05, 2019
BUY
$30.44 - $31.46 $152,900 - $158,023
5,023 Added 12.95%
43,797 $1.37 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-43,054 Reduced 52.62%
38,774 $1.17 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,458 Reduced 8.35%
81,828 $2.51 Million
Q4 2018

Feb 15, 2019
BUY
N/A
2,340 Added 2.69%
89,286 $2.41 Million
Q3 2018

Nov 14, 2018
BUY
N/A
4,504 Added 5.46%
86,946 $2.94 Million
Q2 2018

Aug 15, 2018
BUY
N/A
82,442 New
82,442 $2.95 Million

Others Institutions Holding KBWY

# of Institutions
62
Shares Held
3.23M
Call Options Held
0
Put Options Held
35.3K
View Full List

About INVESCO ETF TR II KBW PREMIUM

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