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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.25K- 7.54% |
$66.9K - $89.5K
|
15.3K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-1.29K- 15.33% |
$68.9K - $92.2K
|
7.11K
$546K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.35K- 8.2% |
$72.3K - $96.8K
|
15.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.44K- 25.65% |
$77.3K - $103K
|
4.19K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.9K- 1.72% |
$101K - $136K
|
108K
$8.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.01K- 4.46% |
$107K - $144K
|
43K
$3.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 7.87% |
$108K - $145K
|
23.7K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.18K- 78.05% |
$117K - $156K
|
613
$47.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.73K- 8.03% |
$146K - $196K
|
31.3K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.85K- 6.32% |
$153K - $204K
|
42.3K
$3.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.27K- 1.63% |
$175K - $234K
|
197K
$15.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.51K- 49.82% |
$188K - $251K
|
3.53K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.43K- 83.8% |
$344K - $461K
|
1.24K
$95.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.97K- 4.91% |
$373K - $499K
|
135K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.99K- 17.17% |
$427K - $572K
|
38.5K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.5K- 22.49% |
$564K - $755K
|
36.3K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-10.7K- 45.07% |
$575K - $769K
|
13.1K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-11.3K- 4.03% |
$605K - $810K
|
269K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-12.6K- 9.5% |
$674K - $902K
|
120K
$9.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.7K- 73.64% |
$839K - $1.12M
|
5.61K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-16K- 50.95% |
$857K - $1.15M
|
15.4K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.8K- 23.43% |
$900K - $1.21M
|
55K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 42.23% |
$983K - $1.32M
|
25.1K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.7K- 71.49% |
$1.05M - $1.41M
|
7.85K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-20K- 32.06% |
$1.07M - $1.43M
|
42.4K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-31.7K- 98.65% |
$1.7M - $2.27M
|
433
$33.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.3K- 88.06% |
$1.99M - $2.67M
|
5.06K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-39.8K- 80.83% |
$2.13M - $2.85M
|
9.43K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50.4K- 42.49% |
$2.7M - $3.61M
|
68.2K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-63.5K- 96.6% |
$3.4M - $4.55M
|
2.23K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-66.5K- 88.07% |
$3.56M - $4.76M
|
9K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-87K- 72.58% |
$4.66M - $6.23M
|
32.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-198K- 1.52% |
$10.6M - $14.2M
|
12.8M
$986M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-200K- 29.69% |
$10.7M - $14.3M
|
473K
$36.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-263K- 27.52% |
$14.1M - $18.8M
|
693K
$53.2M
|