Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87K+ 13.17% |
$139K - $162K
|
24.7K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.63K+ 18.77% |
$128K - $148K
|
16.6K
$943K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.48K+ 0.83% |
$120K - $140K
|
300K
$17M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.41KNew |
$117K - $136K
|
2.41K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.96KNew |
$95K - $111K
|
1.96K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.83K+ 57.78% |
$88.9K - $104K
|
5K
$284K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.21K+ 11.88% |
$58.7K - $68.4K
|
11.4K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.2KNew |
$58.3K - $67.8K
|
1.2K
$68.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 11.25% |
$56.2K - $65.5K
|
11.5K
$650K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.12KNew |
$54.5K - $63.4K
|
1.12K
$63.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
565+ 157.38% |
$27.4K - $31.9K
|
924
$52.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
348+ 0.31% |
$16.9K - $19.7K
|
113K
$6.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
234New |
$11.4K - $13.2K
|
234
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
217New |
$10.5K - $12.3K
|
217
$12.3K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
210+ 128.05% |
$10.2K - $11.9K
|
374
$21.2K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
144New |
$6.99K - $8.14K
|
144
$8.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
101+ 118.82% |
$4.91K - $5.71K
|
186
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74New |
$3.59K - $4.18K
|
74
$4.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23New |
$1.12K - $1.3K
|
23
$1.31K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 190.91% |
$1.02K - $1.19K
|
32
$1.82K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 2.45% |
$923 - $1.07K
|
794
$45.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
16+ 0.76% |
$777 - $905
|
2.12K
$120K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
10New |
$486 - $565
|
10
$568
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.36% |
$340 - $396
|
1.97K
$112K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$146 - $170
|
3
$170
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.82% |
$146 - $170
|
369
$20.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.87% |
$97.1 - $113
|
231
$13.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 1.06% |
$291 - $339
|
561
$31.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 8.76% |
$583 - $678
|
125
$7.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13- 1.59% |
$631 - $735
|
803
$45.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-49- 4.58% |
$2.38K - $2.77K
|
1.02K
$58K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-54- 14.14% |
$2.62K - $3.05K
|
328
$18.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 0.05% |
$2.72K - $3.17K
|
117K
$6.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-85- 1.02% |
$4.13K - $4.81K
|
8.28K
$470K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-109- 0.52% |
$5.29K - $6.16K
|
20.8K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-172- 2.1% |
$8.35K - $9.72K
|
8.01K
$454K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-300- 1.88% |
$14.6K - $17K
|
15.6K
$887K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-316- 1.58% |
$15.3K - $17.9K
|
19.6K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-391- 8.25% |
$19K - $22.1K
|
4.35K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-401- 0.24% |
$19.5K - $22.7K
|
166K
$9.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-543- 3.92% |
$26.4K - $30.7K
|
13.3K
$754K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-601- 2.68% |
$29.2K - $34K
|
21.8K
$1.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-915- 7.28% |
$44.4K - $51.7K
|
11.6K
$661K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-933- 19.03% |
$45.3K - $52.8K
|
3.97K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.02K- 4.63% |
$49.7K - $57.8K
|
21.1K
$1.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 64.76% |
$50.7K - $59K
|
568
$32.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.2K- 58.04% |
$58.4K - $68K
|
869
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 1.68% |
$62.1K - $72.3K
|
74.6K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 74.24% |
$68.6K - $79.8K
|
490
$27.8K
|