Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
28,559
shares
|
$386,688
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
27,764
shares
|
$375,924
0.0% of portfolio
|
Q3 2025
Reduced 76.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
27,719
shares
|
$375,315
0.03% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,849
shares
|
$363,535
0.0% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
26,566
shares
|
$359,703
0.01% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
25,975
shares
|
$351,701
0.01% of portfolio
|
Q3 2025
Added 81.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,548
shares
|
$332,379
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
24,449
shares
|
$331,039
0.01% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
21,594
shares
|
$292,382
0.0% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
20,641
shares
|
$279,479
0.0% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,500
shares
|
$250,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
18,145
shares
|
$245,683
0.02% of portfolio
|
Q3 2025
Added 50.21%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
16,210
shares
|
$219,483
0.0% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
15,583
shares
|
$210,993
0.0% of portfolio
|
Q3 2025
Reduced 45.98%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
14,879
shares
|
$201,461
0.01% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,456
shares
|
$195,734
0.0% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
10,906
shares
|
$147,667
0.0% of portfolio
|
Q3 2025
Reduced 35.16%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
10,900
shares
|
$147,586
0.01% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
10,751
shares
|
$145,568
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,716
shares
|
$145,094
0.0% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,641
shares
|
$144,079
0.0% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,011
shares
|
$122,008
0.0% of portfolio
|
Q3 2025
Reduced 90.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,451
shares
|
$114,426
0.0% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,899
shares
|
$106,952
0.0% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,409
shares
|
$86,777
0.02% of portfolio
|
Q3 2025
Reduced 14.77%
|
|