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 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $90 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
200
shares
|
$2,732
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
138
shares
|
$1,885
0.0% of portfolio
|
Q2 2024
Reduced 49.26%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
100
shares
|
$1,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
23
shares
|
$314
0.0% of portfolio
|
Q4 2023
Added 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|