Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $66.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
860,979
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2024
Added 4.27%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
770,001
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2024
Added 17.18%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
423,877
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2024
Added 3.43%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
394,431
shares
|
$6 Million
0.17% of portfolio
|
Q2 2024
Added 18.39%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
336,965
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
155,598
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
128,175
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
102,385
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2024
Reduced 68.31%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
92,662
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
90,307
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
66,948
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
65,659
shares
|
$998,673
0.4% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
61,361
shares
|
$933,300
0.0% of portfolio
|
Q2 2024
Added 11.6%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
60,494
shares
|
$920,113
0.01% of portfolio
|
Q2 2024
Added 13.15%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
58,899
shares
|
$895,853
0.02% of portfolio
|
Q2 2024
Reduced 10.49%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
45,179
shares
|
$687,172
0.01% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,183
shares
|
$641,603
0.0% of portfolio
|
Q2 2024
Reduced 38.32%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
36,460
shares
|
$554,556
0.25% of portfolio
|
Q2 2024
New holding
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
36,074
shares
|
$548,685
0.07% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
35,742
shares
|
$543,635
0.43% of portfolio
|
Q2 2024
Added 10.24%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
35,498
shares
|
$539,924
0.0% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
28,274
shares
|
$430,047
0.0% of portfolio
|
Q2 2024
Reduced 62.35%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
25,709
shares
|
$391,033
0.0% of portfolio
|
Q2 2024
Reduced 27.0%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
24,223
shares
|
$368,431
0.0% of portfolio
|
Q2 2024
Added 21.43%
|