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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
582
shares
|
$7,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$3,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
275
shares
|
$3,646
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$2,652
0.0% of portfolio
|
Q1 2025
Reduced 98.35%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
138
shares
|
$1,829
0.0% of portfolio
|
Q2 2024
Reduced 49.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
130
shares
|
$1,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
100
shares
|
$1,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
87
shares
|
$1,153
0.0% of portfolio
|
Q2 2025
Reduced 64.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
23
shares
|
$304
0.0% of portfolio
|
Q4 2023
Added 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|