Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW HIGH DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
153K+ 28.21% |
$2.06M - $2.2M
|
697K
$9.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
96.4K+ 14.85% |
$1.3M - $1.39M
|
746K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
52.1K+ 64.53% |
$702K - $750K
|
133K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.2K+ 90.47% |
$393K - $420K
|
61.5K
$833K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
28.6KNew |
$384K - $411K
|
28.6K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 3.05% |
$352K - $376K
|
885K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 12.58% |
$274K - $293K
|
182K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 3.7% |
$264K - $282K
|
549K
$7.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.1K+ 66.67% |
$258K - $275K
|
47.9K
$648K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$249K - $266K
|
18.5K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
13.8K+ 2.64% |
$186K - $199K
|
538K
$7.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 26.6% |
$168K - $180K
|
59.6K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 81.26% |
$157K - $167K
|
26K
$352K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2K+ 26.48% |
$151K - $162K
|
53.7K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.1K+ 26.97% |
$149K - $160K
|
52.3K
$707K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
6.22K+ 14.88% |
$83.7K - $89.4K
|
48K
$650K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.07K+ 50.21% |
$81.6K - $87.2K
|
18.1K
$246K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.82K+ 24.56% |
$64.9K - $69.3K
|
24.4K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.44K+ 4.0% |
$59.7K - $63.8K
|
115K
$1.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.42K+ 5.32% |
$46K - $49.2K
|
67.7K
$916K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.02K+ 415.82% |
$40.7K - $43.5K
|
3.75K
$50.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.98K+ 0.32% |
$40.2K - $42.9K
|
928K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.78K+ 14.75% |
$37.4K - $39.9K
|
21.6K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33K+ 9.61% |
$31.4K - $33.5K
|
26.6K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.85KNew |
$24.9K - $26.6K
|
1.85K
$25K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$21.3K - $22.8K
|
1.58K
$21.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.41K+ 47.29% |
$19K - $20.3K
|
4.4K
$59.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.14KNew |
$15.4K - $16.5K
|
1.14K
$15.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
887+ 11.73% |
$11.9K - $12.8K
|
8.45K
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
558+ 5.53% |
$7.51K - $8.02K
|
10.6K
$144K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
497New |
$6.69K - $7.15K
|
497
$6.73K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
471+ 1.32% |
$6.34K - $6.77K
|
36.1K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300New |
$4.04K - $4.31K
|
300
$4.06K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$1.75K - $1.87K
|
130
$1.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$1.35K - $1.44K
|
100
$1.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
81+ 40.5% |
$1.09K - $1.16K
|
281
$3.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
73+ 5.36% |
$983 - $1.05K
|
1.44K
$19.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.13% |
$13.5 - $14.4
|
801
$10.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.31% |
$673 - $719
|
16.2K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 6.89% |
$996 - $1.06K
|
1K
$13.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-87- 0.8% |
$1.17K - $1.25K
|
10.8K
$146K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-98- 0.4% |
$1.32K - $1.41K
|
24.5K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-166- 21.96% |
$2.23K - $2.39K
|
590
$7.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-200- 72.73% |
$2.69K - $2.88K
|
75
$1.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-285- 48.97% |
$3.84K - $4.1K
|
297
$4.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-663- 50.5% |
$8.92K - $9.53K
|
650
$8.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 23.54% |
$11.4K - $12.2K
|
2.76K
$37.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.11K- 14.77% |
$15K - $16K
|
6.41K
$86.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.32K- 3.57% |
$17.7K - $18.9K
|
35.5K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.43K- 4.0% |
$19.3K - $20.6K
|
34.3K
$465K
|
|