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 82 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $77.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,244
shares
|
$489,786
0.0% of portfolio
|
Q3 2024
Added 33.11%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
30,238
shares
|
$459,315
0.34% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
29,907
shares
|
$454,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
29,781
shares
|
$452,373
0.0% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,849
shares
|
$407,836
0.0% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
21,269
shares
|
$323,076
0.0% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
21,264
shares
|
$323,000
0.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,420
shares
|
$264,609
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,700
shares
|
$253,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,257
shares
|
$246,943
0.0% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,667
shares
|
$237,981
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,260
shares
|
$231,799
0.0% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,180
shares
|
$215,394
0.02% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
12,875
shares
|
$195,571
0.1% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12,049
shares
|
$183,024
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,376
shares
|
$172,801
0.0% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,980
shares
|
$166,786
0.01% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
10,748
shares
|
$163,262
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,116
shares
|
$153,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,026
shares
|
$152,294
0.01% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,668
shares
|
$131,666
0.01% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
8,512
shares
|
$129,297
0.0% of portfolio
|
Q3 2024
Added 485.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,803
shares
|
$103,337
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,713
shares
|
$101,970
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,706
shares
|
$101,864
0.01% of portfolio
|
Q3 2024
Reduced 59.86%
|