Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
592K+ 283.0% |
$10.8M - $12.5M
|
801K
$14.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
203K+ 263536.38% |
$3.71M - $4.29M
|
203K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.1K+ 184.91% |
$661K - $764K
|
55.7K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.7K+ 70.79% |
$488K - $564K
|
64.4K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.7K+ 79.34% |
$434K - $501K
|
53.6K
$970K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
18.1KNew |
$331K - $383K
|
18.1K
$327K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
13.9KNew |
$254K - $293K
|
13.9K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12KNew |
$220K - $254K
|
12K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6.34KNew |
$116K - $134K
|
6.34K
$115K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.64K+ 5.22% |
$84.8K - $98.1K
|
93.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 44.56% |
$65.7K - $76K
|
11.7K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.58K+ 0.83% |
$65.4K - $75.7K
|
434K
$7.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3K+ 26.4% |
$54.9K - $63.5K
|
14.4K
$260K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$40.8K - $47.2K
|
67K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11KNew |
$38.6K - $44.6K
|
2.11K
$38.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$29.1K - $33.6K
|
1.59K
$28.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04KNew |
$19K - $22K
|
1.04K
$18.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
898New |
$16.4K - $19K
|
898
$16.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
668+ 5.26% |
$12.2K - $14.1K
|
13.4K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
649+ 5.78% |
$11.9K - $13.7K
|
11.9K
$215K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
407New |
$7.44K - $8.6K
|
407
$7.36K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
297+ 58.93% |
$5.43K - $6.28K
|
801
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293New |
$5.36K - $6.19K
|
293
$5.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189New |
$3.45K - $4K
|
189
$3.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74New |
$1.35K - $1.56K
|
74
$1.34K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
70+ 38.46% |
$1.28K - $1.48K
|
252
$4.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 16.46% |
$1.19K - $1.37K
|
460
$8.32K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$475 - $550
|
26
$470
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
25New |
$457 - $529
|
25
$452
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17+ 0.72% |
$311 - $359
|
2.39K
$43.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 1.61% |
$18.3 - $21.1
|
61
$1.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5- 0.02% |
$91.4 - $106
|
21.3K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36- 0.33% |
$658 - $761
|
10.7K
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-673- 3.28% |
$12.3K - $14.2K
|
19.9K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-690- 6.39% |
$12.6K - $14.6K
|
10.1K
$183K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-807- 1.33% |
$14.8K - $17.1K
|
59.9K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 28.22% |
$21.1K - $24.4K
|
2.94K
$53.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2K- 10.19% |
$36.6K - $42.3K
|
17.6K
$319K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.5K- 16.8% |
$45.7K - $52.9K
|
12.4K
$224K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.15K- 15.02% |
$57.6K - $66.6K
|
17.8K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.06K- 5.44% |
$74.2K - $85.8K
|
70.6K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.35K- 14.23% |
$153K - $177K
|
50.4K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 18.62% |
$185K - $214K
|
44.2K
$800K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.2K- 49.35% |
$223K - $258K
|
12.5K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 5.98% |
$252K - $292K
|
217K
$3.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-14.4K- 6.18% |
$263K - $304K
|
218K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.4K- 20.67% |
$318K - $368K
|
66.8K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.6K- 26.59% |
$542K - $626K
|
81.8K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.7K- 41.55% |
$543K - $627K
|
41.8K
$755K
|