Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PREMIUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
181K+ 89.11% |
$3.01M - $4.1M
|
384K
$6.94M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85.4K+ 625.0% |
$1.42M - $1.94M
|
99K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54.6K+ 459.98% |
$910K - $1.24M
|
66.5K
$1.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
45.7K+ 20.93% |
$762K - $1.04M
|
264K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.3K+ 91.7% |
$638K - $868K
|
80K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 14.28% |
$516K - $702K
|
248K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$230K - $313K
|
13.8K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 2.42% |
$175K - $238K
|
444K
$8.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 62.59% |
$129K - $176K
|
20.1K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.55K+ 11.31% |
$126K - $171K
|
74.3K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.22KNew |
$87K - $118K
|
5.22K
$94.5K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.97K+ 7.04% |
$82.8K - $113K
|
75.5K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.56K+ 20.19% |
$59.3K - $80.8K
|
21.2K
$383K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 10.95% |
$18.4K - $25.1K
|
11.2K
$203K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
868New |
$14.5K - $19.7K
|
868
$15.7K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
759New |
$12.6K - $17.2K
|
759
$13.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
561+ 1.01% |
$9.35K - $12.7K
|
56.2K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
520+ 3.75% |
$8.66K - $11.8K
|
14.4K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.66K - $9.07K
|
400
$7.24K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
335+ 0.62% |
$5.58K - $7.6K
|
53.9K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
113+ 4.73% |
$1.88K - $2.56K
|
2.5K
$45.3K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
25+ 9.92% |
$417 - $567
|
277
$5.01K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
18+ 0.28% |
$300 - $408
|
6.36K
$115K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 2.21% |
$150 - $204
|
416
$7.53K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64- 0.6% |
$1.07K - $1.45K
|
10.7K
$193K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-163- 0.91% |
$2.72K - $3.7K
|
17.7K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-216- 72.0% |
$3.6K - $4.9K
|
84
$1.52K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-298- 33.18% |
$4.96K - $6.76K
|
600
$10.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-586- 2.95% |
$9.76K - $13.3K
|
19.3K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-766- 26.07% |
$12.8K - $17.4K
|
2.17K
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-792- 5.93% |
$13.2K - $18K
|
12.6K
$227K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 94.25% |
$16.7K - $22.7K
|
61
$1.1K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 2.55% |
$25.4K - $34.6K
|
58.4K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.54K- 17.66% |
$42.3K - $57.6K
|
11.8K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 3.23% |
$44K - $59.9K
|
79.2K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.5K- 16.48% |
$58.3K - $79.4K
|
17.8K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.53K- 19.49% |
$58.8K - $80K
|
14.6K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.45K- 45.39% |
$90.9K - $124K
|
6.56K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.97K- 59.77% |
$116K - $158K
|
4.69K
$84.8K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.67K- 13.84% |
$144K - $197K
|
53.9K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 46.1% |
$340K - $462K
|
23.8K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42.4K- 84.15% |
$706K - $961K
|
7.98K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-62.7K- 97.37% |
$1.04M - $1.42M
|
1.69K
$30.6K
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-79.9K- 85.4% |
$1.33M - $1.81M
|
13.7K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-85.9K- 10.72% |
$1.43M - $1.95M
|
715K
$12.9M
|