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 92 institutions that hold shares in the stock, with a total of 6.43 Million shares, which have been reported (via 13F filing form) to have a value of $86.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,012,486
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Added 197.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
935,628
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
741,390
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
528,023
shares
|
$7.12 Million
5.3% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
483,636
shares
|
$6.52 Million
0.18% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
441,807
shares
|
$5.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
280,134
shares
|
$3.78 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
201,544
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
181,500
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 54.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
106,372
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
93,910
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.74%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
87,745
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 141.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
84,150
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,183
shares
|
$987,238
0.0% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
70,832
shares
|
$955,523
0.02% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,113
shares
|
$878,374
0.01% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
60,857
shares
|
$820,960
0.23% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
49,328
shares
|
$665,434
0.01% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
47,810
shares
|
$644,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
40,975
shares
|
$552,752
0.0% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
38,348
shares
|
$517,314
0.01% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
36,735
shares
|
$495,555
0.01% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
34,946
shares
|
$471,421
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
34,946
shares
|
$471,421
0.19% of portfolio
|
Q4 2024
New holding
|