Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
23New |
$1.23K - $1.65K
|
23
$1.77K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 32.84% |
$1.18K - $1.58K
|
89
$6.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11+ 0.27% |
$589 - $788
|
4.13K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 5.17% |
$321 - $430
|
122
$9.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.54% |
$107 - $143
|
375
$28.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.03% |
$53.5 - $71.6
|
3.55K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.63% |
$53.5 - $71.6
|
161
$12.4K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$53.5 - $71.6
|
16.5K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$53.5 - $71.6
|
952
$73.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.27% |
$53.5 - $71.6
|
372
$28.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-12- 11.21% |
$642 - $859
|
95
$7.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 6.02% |
$856 - $1.15K
|
250
$19.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 25.0% |
$963 - $1.29K
|
54
$4.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 1.88% |
$963 - $1.29K
|
940
$72.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20- 62.5% |
$1.07K - $1.43K
|
12
$922
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-30- 0.04% |
$1.61K - $2.15K
|
82.1K
$6.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 25.93% |
$1.87K - $2.51K
|
100
$7.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-36- 8.26% |
$1.93K - $2.58K
|
400
$30.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36- 0.36% |
$1.93K - $2.58K
|
10.1K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 0.66% |
$2.46K - $3.29K
|
6.93K
$532K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-51- 2.99% |
$2.73K - $3.65K
|
1.66K
$127K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-69- 73.4% |
$3.69K - $4.94K
|
25
$1.92K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-88- 0.74% |
$4.71K - $6.3K
|
11.8K
$906K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-89- 2.66% |
$4.76K - $6.37K
|
3.26K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-110- 0.2% |
$5.89K - $7.88K
|
53.7K
$4.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-122- 0.35% |
$6.53K - $8.74K
|
34.8K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-146- 2.84% |
$7.81K - $10.5K
|
5K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 1.28% |
$9.26K - $12.4K
|
13.3K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-174- 7.29% |
$9.31K - $12.5K
|
2.21K
$170K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-267- 7.42% |
$14.3K - $19.1K
|
3.33K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-268- 5.24% |
$14.3K - $19.2K
|
4.85K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-272- 39.71% |
$14.6K - $19.5K
|
413
$31.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-294- 0.73% |
$15.7K - $21.1K
|
40.2K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-295- 2.08% |
$15.8K - $21.1K
|
13.9K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-363- 0.66% |
$19.4K - $26K
|
54.8K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-383- 2.24% |
$20.5K - $27.4K
|
16.7K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-414- 2.16% |
$22.1K - $29.7K
|
18.7K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-432- 3.65% |
$23.1K - $30.9K
|
11.4K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-484- 2.92% |
$25.9K - $34.7K
|
16.1K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-546- 0.51% |
$29.2K - $39.1K
|
107K
$8.22M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-565- 1.98% |
$30.2K - $40.5K
|
28K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-578- 2.13% |
$30.9K - $41.4K
|
26.6K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-780- 1.29% |
$41.7K - $55.9K
|
59.5K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-934- 0.33% |
$50K - $66.9K
|
283K
$21.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-958- 1.22% |
$51.3K - $68.6K
|
77.5K
$5.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-970- 3.46% |
$51.9K - $69.5K
|
27.1K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.01K- 10.42% |
$54.2K - $72.6K
|
8.71K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 18.83% |
$59.8K - $80K
|
4.82K
$370K
|