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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$4,061
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
297
shares
|
$4,021
0.0% of portfolio
|
Q3 2025
Reduced 48.97%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
281
shares
|
$3,804
0.0% of portfolio
|
Q3 2025
Added 40.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
138
shares
|
$1,868
0.0% of portfolio
|
Q2 2024
Reduced 49.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
130
shares
|
$1,760
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
100
shares
|
$1,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$1,354
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
87
shares
|
$1,177
0.0% of portfolio
|
Q2 2025
Reduced 64.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
75
shares
|
$1,015
0.0% of portfolio
|
Q3 2025
Reduced 72.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
23
shares
|
$311
0.0% of portfolio
|
Q4 2023
Added 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|