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 86 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $78.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
7,520
shares
|
$99,715
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$74,256
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,245
shares
|
$69,548
0.03% of portfolio
|
Q1 2024
Added 24.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,825
shares
|
$63,979
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$59,670
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,171
shares
|
$55,307
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,611
shares
|
$47,881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
2,986
shares
|
$39,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$31,824
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$31,824
0.02% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,812
shares
|
$24,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,631
shares
|
$21,627
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$19,890
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,362
shares
|
$18,060
0.01% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,313
shares
|
$17,410
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$15,912
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,074
shares
|
$14,241
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,067
shares
|
$14,148
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
800
shares
|
$10,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
800
shares
|
$10,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
756
shares
|
$10,024
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
727
shares
|
$9,640
0.0% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
692
shares
|
$9,175
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
651
shares
|
$8,632
0.0% of portfolio
|
Q4 2022
Reduced 23.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
590
shares
|
$7,823
0.0% of portfolio
|
Q2 2024
Added 51.28%
|