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 83 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $92.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,037,770
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
930,633
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
855,688
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
649,190
shares
|
$8.99 Million
5.59% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
599,876
shares
|
$8.31 Million
0.0% of portfolio
|
Q1 2025
Added 35.78%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
523,842
shares
|
$7.26 Million
0.16% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
253,300
shares
|
$3.51 Million
0.01% of portfolio
|
Q1 2025
Added 39.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
136,509
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
115,799
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
110,874
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
93,300
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
83,895
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
80,795
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
64,459
shares
|
$892,757
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
63,562
shares
|
$880,333
0.29% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
57,794
shares
|
$800,446
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,812
shares
|
$759,146
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,169
shares
|
$680,990
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,041
shares
|
$651,517
0.0% of portfolio
|
Q2 2025
Added 39.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
42,441
shares
|
$587,807
0.05% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,061
shares
|
$582,544
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
41,785
shares
|
$578,722
0.19% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
41,152
shares
|
$569,955
0.36% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
36,861
shares
|
$510,524
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|