A detailed history of Aptus Capital Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 7,914 shares of KBWY stock, worth $161,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,914
Previous 7,581 4.39%
Holding current value
$161,524
Previous $136,000 3.68%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$16.81 - $18.17 $5,597 - $6,050
333 Added 4.39%
7,914 $141,000
Q1 2024

May 15, 2024

BUY
$17.14 - $20.3 $26,532 - $31,424
1,548 Added 25.66%
7,581 $136,000
Q4 2023

Feb 13, 2024

BUY
$16.02 - $20.55 $5,687 - $7,295
355 Added 6.25%
6,033 $121,000
Q3 2023

Nov 08, 2023

SELL
$17.11 - $19.77 $2,925 - $3,380
-171 Reduced 2.92%
5,678 $99,000
Q2 2023

Aug 11, 2023

BUY
$16.18 - $18.39 $10,128 - $11,512
626 Added 11.99%
5,849 $105,000
Q1 2023

May 09, 2023

BUY
$16.66 - $22.68 $87,015 - $118,457
5,223 New
5,223 $95,000

Others Institutions Holding KBWY

About INVESCO ETF TR II KBW PREMIUM


  • Ticker KBWY
  • Sector ETFs
  • Industry ETFs
More about KBWY
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.