Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3.63K+ 1.11% |
$145K - $215K
|
331K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.31K+ 23.56% |
$132K - $195K
|
17.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.81K+ 3.57% |
$112K - $166K
|
81.7K
$5.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.35K+ 41.03% |
$93.7K - $139K
|
8.07K
$521K
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.28K+ 1.25% |
$90.7K - $134K
|
185K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.25K+ 1.99% |
$89.9K - $133K
|
115K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
1.83KNew |
$73K - $108K
|
1.83K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 5.79% |
$72.8K - $108K
|
33.4K
$2.16M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61KNew |
$64.3K - $95.4K
|
1.61K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 137.86% |
$47.8K - $70.8K
|
2.07K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08KNew |
$42.9K - $63.6K
|
1.08K
$69.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
993+ 7.47% |
$39.6K - $58.7K
|
14.3K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
910+ 16.99% |
$36.3K - $53.8K
|
6.27K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
661+ 27.39% |
$26.4K - $39.1K
|
3.07K
$198K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
660+ 354.84% |
$26.3K - $39K
|
846
$54.6K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
575+ 4.25% |
$22.9K - $34K
|
14.1K
$910K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
481+ 4.13% |
$19.2K - $28.4K
|
12.1K
$783K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
375+ 66.02% |
$15K - $22.2K
|
943
$60.9K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
250New |
$9.97K - $14.8K
|
250
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 45.45% |
$8.37K - $12.4K
|
672
$43.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$7.97K - $11.8K
|
200
$12.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
165New |
$6.58K - $9.75K
|
165
$10.7K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
129New |
$5.14K - $7.63K
|
129
$8.33K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
110+ 35.26% |
$4.39K - $6.5K
|
422
$27.2K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
110+ 35.26% |
$4.39K - $6.5K
|
422
$27.2K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$3.99K - $5.91K
|
100
$6.46K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
60New |
$2.39K - $3.55K
|
60
$3.87K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.8% |
$678 - $1.01K
|
2.13K
$138K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 0.56% |
$439 - $650
|
1.98K
$128K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$399 - $591
|
10
$646
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.81% |
$120 - $177
|
372
$24K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.87% |
$79.7 - $118
|
233
$15K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-40- 45.98% |
$1.59K - $2.36K
|
47
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44- 18.8% |
$1.75K - $2.6K
|
190
$12.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-54- 0.28% |
$2.15K - $3.19K
|
19.6K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-69- 6.75% |
$2.75K - $4.08K
|
953
$61.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-150- 0.96% |
$5.98K - $8.87K
|
15.5K
$999K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-175- 10.47% |
$6.98K - $10.3K
|
1.5K
$96.6K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-305- 46.21% |
$12.2K - $18K
|
355
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-361- 2.87% |
$14.4K - $21.3K
|
12.2K
$790K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-374Closed |
$14.9K - $22.1K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-438- 25.76% |
$17.5K - $25.9K
|
1.26K
$81.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-498- 66.49% |
$19.9K - $29.4K
|
251
$16.2K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-512- 63.76% |
$20.4K - $30.3K
|
291
$18.8K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-623- 3.75% |
$24.8K - $36.8K
|
16K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-846- 21.3% |
$33.7K - $50K
|
3.13K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1K- 12.87% |
$40K - $59.4K
|
6.8K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 16.08% |
$51K - $75.6K
|
6.67K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.53K- 7.88% |
$61K - $90.4K
|
17.9K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.7K- 28.57% |
$67.8K - $101K
|
4.25K
$274K
|