Institutional Ownership Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
317
shares
|
$21,711
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
302
shares
|
$20,683
0.0% of portfolio
|
Q2 2024
Reduced 46.64%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
275
shares
|
$18,834
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
251
shares
|
$17,190
0.0% of portfolio
|
Q1 2023
Reduced 66.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
250
shares
|
$17,122
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
204
shares
|
$13,971
0.0% of portfolio
|
Q1 2024
Reduced 41.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
194
shares
|
$13,287
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
184
shares
|
$12,602
0.0% of portfolio
|
Q4 2023
Reduced 99.16%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
180
shares
|
$12,328
0.01% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
158
shares
|
$10,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
150
shares
|
$10,273
0.0% of portfolio
|
Q1 2024
Reduced 87.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
135
shares
|
$9,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
116
shares
|
$7,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
114
shares
|
$7,807
0.0% of portfolio
|
Q2 2024
Reduced 58.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
114
shares
|
$7,807
0.0% of portfolio
|
Q2 2024
Reduced 46.73%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
114
shares
|
$7,807
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
113
shares
|
$7,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
107
shares
|
$7,328
0.0% of portfolio
|
Q2 2024
Reduced 81.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
105
shares
|
$7,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
100
shares
|
$6,848
0.0% of portfolio
|
Q3 2021
Reduced 86.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
95
shares
|
$6,506
0.0% of portfolio
|
Q3 2024
Reduced 64.68%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$6,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
74
shares
|
$5,068
0.0% of portfolio
|
Q4 2023
Reduced 45.99%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
74
shares
|
$5,068
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
69
shares
|
$4,725
0.0% of portfolio
|
Q3 2024
New holding
|