Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 196,621 shares, which have been reported (via 13F filing form) to have a value of $11 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
129
shares
|
$7,238
0.0% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
120
shares
|
$6,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
61
shares
|
$3,422
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
55
shares
|
$3,086
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
50
shares
|
$2,805
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
40
shares
|
$2,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$561
0.0% of portfolio
|
Q2 2021
Added 11200.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
10
shares
|
$561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|