Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 1.78 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
497,489
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
334,325
shares
|
$6.82 Million
1.45% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
198,116
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
120,437
shares
|
$2.46 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
87,525
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
87,003
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 26.07%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
72,525
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
66,986
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2022
Added 3.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
53,795
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
44,275
shares
|
$903,652
0.0% of portfolio
|
Q2 2024
Added 248.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
43,973
shares
|
$897,488
0.01% of portfolio
|
Q2 2024
Reduced 17.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
23,299
shares
|
$475,532
0.0% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
20,908
shares
|
$426,732
0.03% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,119
shares
|
$349,398
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,977
shares
|
$326,090
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,520
shares
|
$316,763
0.04% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
14,921
shares
|
$304,537
0.0% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
13,782
shares
|
$281,290
0.1% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
9,784
shares
|
$199,691
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$199,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
7,914
shares
|
$161,524
0.0% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,501
shares
|
$112,275
0.0% of portfolio
|
Q4 2023
Reduced 14.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,386
shares
|
$69,108
0.0% of portfolio
|
Q2 2024
Added 44.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,070
shares
|
$62,658
0.0% of portfolio
|
Q2 2024
Reduced 84.62%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,336
shares
|
$47,677
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|