Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
318KNew |
$4.81M - $5.29M
|
318K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.2K+ 11.08% |
$1.11M - $1.22M
|
734K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
46.7K+ 775.13% |
$706K - $777K
|
52.7K
$815K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$501K - $551K
|
33.1K
$512K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 37.89% |
$482K - $530K
|
116K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.2KNew |
$381K - $419K
|
25.2K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 3.34% |
$349K - $383K
|
712K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$292K - $321K
|
19.3K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$188K - $207K
|
12.4K
$192K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.09K+ 8.36% |
$137K - $151K
|
118K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.26K+ 8.05% |
$94.7K - $104K
|
84K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25KNew |
$79.5K - $87.4K
|
5.25K
$81.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.15K+ 16.27% |
$77.9K - $85.7K
|
36.8K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.92K+ 126.24% |
$59.3K - $65.2K
|
7.03K
$109K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.84KNew |
$58.1K - $63.9K
|
3.84K
$59.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 18.84% |
$45.3K - $49.8K
|
18.9K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.96K+ 5.53% |
$29.6K - $32.5K
|
37.3K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.87K+ 20.68% |
$28.2K - $31.1K
|
10.9K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1KNew |
$15.1K - $16.6K
|
1K
$15.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
783+ 5.47% |
$11.8K - $13K
|
15.1K
$233K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
674New |
$10.2K - $11.2K
|
674
$10.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
316New |
$4.78K - $5.26K
|
316
$4.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
306+ 5.84% |
$4.63K - $5.09K
|
5.55K
$85.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
264+ 1.45% |
$3.99K - $4.39K
|
18.4K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$1.97K - $2.16K
|
130
$2.01K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
24+ 2.26% |
$363 - $399
|
1.09K
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
18+ 0.09% |
$272 - $300
|
19.1K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3New |
$45.4 - $49.9
|
3
$46.4
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 0.2% |
$454 - $499
|
14.8K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66- 0.1% |
$999 - $1.1K
|
63.2K
$978K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-266- 0.39% |
$4.02K - $4.43K
|
68.3K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 14.93% |
$19.7K - $21.6K
|
7.4K
$114K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.85K- 30.2% |
$28K - $30.8K
|
4.27K
$66.1K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.7K- 20.4% |
$101K - $111K
|
26.2K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.06K- 22.91% |
$107K - $118K
|
23.8K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.13K- 35.96% |
$138K - $152K
|
16.3K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 13.95% |
$156K - $171K
|
63.5K
$982K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-40.9K- 18.08% |
$619K - $680K
|
185K
$2.86M
|
|