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 88 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $79.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,801
shares
|
$436,032
0.37% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,649
shares
|
$434,072
0.0% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
30,412
shares
|
$392,314
0.0% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
29,646
shares
|
$382,433
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
28,538
shares
|
$368,140
0.01% of portfolio
|
Q4 2024
Added 383.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
28,098
shares
|
$362,464
0.0% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
27,719
shares
|
$357,575
0.04% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,849
shares
|
$346,352
0.0% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,520
shares
|
$342,108
0.01% of portfolio
|
Q4 2024
Added 58.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,262
shares
|
$325,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
24,475
shares
|
$315,727
0.0% of portfolio
|
Q4 2024
Added 103.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
20,830
shares
|
$268,707
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,376
shares
|
$262,850
0.0% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
17,747
shares
|
$228,936
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,274
shares
|
$197,034
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,602
shares
|
$188,365
0.0% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
12,300
shares
|
$158,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,080
shares
|
$155,832
0.02% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
11,175
shares
|
$144,157
0.08% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,971
shares
|
$141,525
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,750
shares
|
$138,675
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
10,312
shares
|
$133,024
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,120
shares
|
$130,548
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,999
shares
|
$128,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,463
shares
|
$122,072
0.0% of portfolio
|
Q1 2025
Reduced 21.76%
|