Latest Institutional Transactions on Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw High Div (KBWD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.31% |
$673 - $719
|
16.2K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 26.48% |
$151K - $162K
|
53.7K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88K- 76.02% |
$1.18M - $1.27M
|
27.8K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.02K+ 415.82% |
$40.7K - $43.5K
|
3.75K
$50.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$1.75K - $1.87K
|
130
$1.76K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.78K- 32.14% |
$132K - $141K
|
20.6K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-13.3K- 45.98% |
$179K - $191K
|
15.6K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$4.04K - $4.31K
|
300
$4.06K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 22.41% |
$30.7K - $32.8K
|
7.9K
$107K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
13.8K+ 2.64% |
$186K - $199K
|
538K
$7.28M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-6.22K- 12.96% |
$76.9K - $90.2K
|
41.8K
$566K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 9.78% |
$20.7K - $24.3K
|
18.8K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.94K+ 58.03% |
$61.1K - $71.7K
|
13.5K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$12.4 - $14.5
|
10.1K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
800New |
$9.9K - $11.6K
|
800
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-72.3K- 61.27% |
$894K - $1.05M
|
45.7K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.1KNew |
$459K - $538K
|
37.1K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.23K- 48.11% |
$27.5K - $32.3K
|
2.4K
$32.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-158- 64.49% |
$1.95K - $2.29K
|
87
$1.18K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81KNew |
$22.4K - $26.3K
|
1.81K
$24.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.8K+ 57.64% |
$133K - $156K
|
29.4K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
673+ 4.88% |
$8.33K - $9.76K
|
14.5K
$196K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.19K+ 10.46% |
$64.2K - $75.3K
|
54.8K
$742K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-255- 0.3% |
$3.15K - $3.7K
|
83.9K
$1.14M
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
830+ 19.39% |
$11.9K - $13K
|
5.11K
$69.2K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.6KNew |
$152K - $167K
|
10.6K
$144K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 184.67% |
$264K - $290K
|
28.5K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 0.6% |
$386 - $424
|
4.5K
$60.9K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-255- 2.32% |
$3.65K - $4K
|
10.7K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 16400.0% |
$4.69K - $5.15K
|
330
$4.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.63KNew |
$23.3K - $25.6K
|
1.63K
$22.1K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
280KNew |
$4.01M - $4.4M
|
280K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$1.43K - $1.57K
|
100
$1.35K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 500.0% |
$29K - $31K
|
2.4K
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34.9KNew |
$507K - $542K
|
34.9K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.6KNew |
$81.3K - $86.9K
|
5.6K
$75.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.36K- 23.16% |
$121K - $130K
|
27.7K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$14.5K - $15.5K
|
1K
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-152- 49.03% |
$2.21K - $2.36K
|
158
$2.14K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2KNew |
$29K - $31K
|
2K
$27.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.4K- 86.89% |
$107K - $115K
|
1.12K
$15.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$2.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.7K- 13.2% |
$24.7K - $26.4K
|
11.2K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$258K - $275K
|
17.7K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 1.53% |
$1.09K - $1.16K
|
4.83K
$65.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.4KNew |
$282K - $302K
|
19.4K
$263K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.21K- 16.26% |
$32.5K - $35.9K
|
11.4K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.29K- 27.9% |
$92.6K - $102K
|
16.3K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10K- 59.86% |
$147K - $163K
|
6.71K
$90.8K
|
|