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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
692
shares
|
$8,926
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
651
shares
|
$8,397
0.0% of portfolio
|
Q4 2022
Reduced 23.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
590
shares
|
$7,611
0.0% of portfolio
|
Q2 2024
Added 51.28%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
375
shares
|
$4,837
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
245
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$2,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$2,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
158
shares
|
$2,038
0.0% of portfolio
|
Q4 2024
Reduced 49.03%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
138
shares
|
$1,780
0.0% of portfolio
|
Q2 2024
Reduced 49.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
23
shares
|
$296
0.0% of portfolio
|
Q4 2023
Added 91.67%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2
shares
|
$25
0.0% of portfolio
|
Q4 2024
Added 100.0%
|