Latest Institutional Transactions on Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) 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, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
7KNew |
$120K - $138K
|
7K
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$2.4K - $2.77K
|
140
$2.16K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-277- 2.33% |
$4.74K - $5.48K
|
11.6K
$180K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.64% |
$178 - $202
|
427
$6.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$421 - $478
|
26
$402
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
294+ 466.67% |
$4.76K - $5.41K
|
357
$5.52K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
344+ 2.39% |
$5.57K - $6.33K
|
14.7K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-7.41K- 41.94% |
$120K - $136K
|
10.3K
$159K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-298- 33.18% |
$4.96K - $6.76K
|
600
$9.28K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
759New |
$12.6K - $17.2K
|
759
$11.7K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.5K- 16.48% |
$58.3K - $79.4K
|
17.8K
$274K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 62.59% |
$129K - $176K
|
20.1K
$311K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11KNew |
$38.6K - $44.6K
|
2.11K
$32.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
25New |
$457 - $529
|
25
$387
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$29.1K - $33.6K
|
1.59K
$24.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04KNew |
$19K - $22K
|
1.04K
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293New |
$5.36K - $6.19K
|
293
$4.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.35K - $1.56K
|
74
$1.14K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.2K- 49.35% |
$223K - $258K
|
12.5K
$193K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-82.7K- 87.72% |
$1.51M - $1.75M
|
11.6K
$179K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.5K- 84.74% |
$1.56M - $1.81M
|
15.4K
$238K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2K- 1.35% |
$37.1K - $48.3K
|
146K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$235K - $307K
|
12.7K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 80.22% |
$19.1K - $24.9K
|
254
$3.93K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
39New |
$723 - $943
|
39
$603
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-464- 4.36% |
$8.6K - $11.2K
|
10.2K
$157K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
505New |
$9.36K - $12.2K
|
505
$7.81K
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
20.7K+ 193.64% |
$384K - $500K
|
31.4K
$485K
|
|
| Q2 2022 | |||||||
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45.8K+ 54.64% |
$967K - $1.18M
|
130K
$2M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
175New |
$3.7K - $4.52K
|
175
$2.71K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7KClosed |
$268K - $328K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149Closed |
$3.15K - $3.85K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 13.01% |
$31.4K - $38.5K
|
12.9K
$200K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8KClosed |
$169K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.86KClosed |
$187K - $229K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.75K- 10.73% |
$58K - $71K
|
22.9K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.1KClosed |
$235K - $287K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-654Closed |
$13.8K - $16.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-516Closed |
$10.9K - $13.3K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.04K- 12.15% |
$43.1K - $52.8K
|
14.8K
$228K
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8.69KClosed |
$206K - $228K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-227Closed |
$5.38K - $5.96K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
286New |
$6.78K - $7.51K
|
286
$4.42K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28KNew |
$30.2K - $33.5K
|
1.28K
$19.7K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.6K- 34.78% |
$133K - $147K
|
10.5K
$162K
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-9.09KClosed |
$215K - $239K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.19KClosed |
$194K - $215K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.11KClosed |
$216K - $239K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.7KClosed |
$111K - $123K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-878Closed |
$20.8K - $23K
|
0
$0
|
|