Purchases and Sales Made in Q3 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 Q3 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 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-74- 2.33% |
$5.31K - $5.9K
|
3.1K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-122- 9.81% |
$8.75K - $9.73K
|
1.12K
$82.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-137- 0.97% |
$9.83K - $10.9K
|
13.9K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-225- 1.91% |
$16.1K - $17.9K
|
11.6K
$854K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-237- 0.29% |
$17K - $18.9K
|
81.8K
$6.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-266- 23.01% |
$19.1K - $21.2K
|
890
$65.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-372- 0.88% |
$26.7K - $29.7K
|
41.9K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-375- 6.13% |
$26.9K - $29.9K
|
5.74K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-485- 5.57% |
$34.8K - $38.7K
|
8.22K
$607K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-497- 12.04% |
$35.7K - $39.6K
|
3.63K
$268K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-515- 15.46% |
$37K - $41.1K
|
2.82K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-726- 10.21% |
$52.1K - $57.9K
|
6.39K
$472K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-807- 8.27% |
$57.9K - $64.4K
|
8.95K
$661K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-852- 0.91% |
$61.1K - $67.9K
|
92.5K
$6.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-996- 7.18% |
$71.5K - $79.4K
|
12.9K
$951K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.4K- 27.34% |
$100K - $112K
|
3.72K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 10.26% |
$123K - $136K
|
15K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.01K- 17.61% |
$144K - $160K
|
9.39K
$693K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 21.12% |
$836K - $929K
|
43.5K
$3.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-17.6K- 6.22% |
$1.26M - $1.4M
|
266K
$19.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 48.28% |
$1.39M - $1.55M
|
20.8K
$1.54M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-24.5K- 46.23% |
$1.75M - $1.95M
|
28.4K
$2.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-59.2K- 47.46% |
$4.25M - $4.72M
|
65.5K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.9M- 33.99% |
$136M - $152M
|
3.69M
$273M
|