Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
405+ 9.38% |
$24.3K - $29.2K
|
4.73K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
319New |
$19.2K - $23K
|
319
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
308New |
$18.5K - $22.2K
|
308
$20.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
260+ 61.18% |
$15.6K - $18.8K
|
685
$45.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
245New |
$14.7K - $17.7K
|
245
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$13.6K - $16.3K
|
226
$15K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
217+ 0.24% |
$13K - $15.7K
|
92.5K
$6.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$12K - $14.4K
|
200
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
185+ 5.07% |
$11.1K - $13.4K
|
3.83K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181+ 0.53% |
$10.9K - $13.1K
|
34K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
157New |
$9.43K - $11.3K
|
157
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156+ 2.07% |
$9.37K - $11.3K
|
7.68K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
153+ 6.85% |
$9.19K - $11K
|
2.39K
$158K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
153New |
$9.19K - $11K
|
153
$10.2K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
152+ 0.93% |
$9.13K - $11K
|
16.5K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$6.01K - $7.22K
|
100
$6.64K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 204.17% |
$5.88K - $7.08K
|
146
$9.69K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$5.64K - $6.79K
|
94
$6.24K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 750.0% |
$4.5K - $5.42K
|
85
$5.64K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 16.67% |
$3.18K - $3.83K
|
371
$24.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.36% |
$3K - $3.61K
|
13.8K
$916K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
42+ 0.65% |
$2.52K - $3.03K
|
6.46K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
39+ 118.18% |
$2.34K - $2.82K
|
72
$4.78K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$1.44K - $1.73K
|
24
$1.59K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 6.4% |
$961 - $1.16K
|
266
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$120 - $144
|
373
$24.8K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 2.63% |
$60.1 - $72.2
|
39
$2.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$60.1 - $72.2
|
160
$10.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$60.1 - $72.2
|
11.9K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 2.13% |
$60.1 - $72.2
|
46
$3.05K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 42.86% |
$901 - $1.08K
|
20
$1.33K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 31.91% |
$901 - $1.08K
|
32
$2.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-38- 0.45% |
$2.28K - $2.74K
|
8.44K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-58- 0.75% |
$3.48K - $4.19K
|
7.64K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-74- 4.17% |
$4.44K - $5.34K
|
1.7K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-86- 0.16% |
$5.16K - $6.21K
|
53.8K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-91- 0.4% |
$5.46K - $6.57K
|
22.7K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-129- 1.51% |
$7.75K - $9.32K
|
8.4K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-152- 2.28% |
$9.13K - $11K
|
6.53K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$9.25K - $11.1K
|
154
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 3.18% |
$10.1K - $12.1K
|
5.12K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-224- 1.56% |
$13.5K - $16.2K
|
14.2K
$940K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-277- 0.34% |
$16.6K - $20K
|
82.1K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-323- 4.67% |
$19.4K - $23.3K
|
6.6K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-327- 1.94% |
$19.6K - $23.6K
|
16.5K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-330- 0.12% |
$19.8K - $23.8K
|
284K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-340- 3.31% |
$20.4K - $24.6K
|
9.92K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-468- 10.52% |
$28.1K - $33.8K
|
3.98K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-480- 4.57% |
$28.8K - $34.7K
|
10K
$665K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-502- 13.05% |
$30.1K - $36.2K
|
3.34K
$222K
|