Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW HIGH DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
280KNew |
$4.01M - $4.4M
|
280K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
158K+ 35.78% |
$2.26M - $2.48M
|
600K
$8.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 15.42% |
$1.64M - $1.79M
|
856K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
71.8K+ 39.56% |
$1.03M - $1.13M
|
253K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
71.7K+ 15.71% |
$1.03M - $1.12M
|
528K
$7.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57K+ 77.93% |
$816K - $895K
|
130K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
48.8K+ 55.57% |
$698K - $765K
|
137K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
31.5K+ 6.96% |
$450K - $494K
|
484K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.7KNew |
$411K - $451K
|
28.7K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 2.5% |
$362K - $397K
|
1.04M
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.2K+ 125.86% |
$275K - $302K
|
34.5K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18.7KNew |
$267K - $293K
|
18.7K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 184.67% |
$264K - $290K
|
28.5K
$389K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 5978.0% |
$171K - $188K
|
12.2K
$166K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.6KNew |
$152K - $167K
|
10.6K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.3KNew |
$148K - $162K
|
10.3K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.25K+ 67.4% |
$104K - $114K
|
18K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.7K+ 30.08% |
$52.9K - $58.1K
|
16K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.31K+ 63.61% |
$47.4K - $51.9K
|
8.52K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.22K+ 10.6% |
$46.1K - $50.6K
|
33.6K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
3.15K+ 9.03% |
$45.1K - $49.5K
|
38.1K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.71K+ 4.44% |
$38.7K - $42.4K
|
63.6K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 9.39% |
$35.6K - $39.1K
|
29K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.41K+ 7.14% |
$34.5K - $37.9K
|
36.2K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.63KNew |
$23.3K - $25.6K
|
1.63K
$22.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.36K+ 2.84% |
$19.4K - $21.3K
|
49.2K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 2.65% |
$15.5K - $17K
|
42.1K
$575K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
830+ 19.39% |
$11.9K - $13K
|
5.11K
$69.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
328+ 16400.0% |
$4.69K - $5.15K
|
330
$4.51K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
294+ 0.6% |
$4.21K - $4.61K
|
49.6K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
253+ 26.63% |
$3.62K - $3.97K
|
1.2K
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
184+ 1.78% |
$2.63K - $2.89K
|
10.5K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
153+ 1.73% |
$2.19K - $2.4K
|
8.99K
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$1.43K - $1.57K
|
100
$1.37K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
30+ 0.4% |
$429 - $471
|
7.52K
$103K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 1.36% |
$143 - $157
|
747
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 0.6% |
$386 - $424
|
4.5K
$61.5K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-255- 2.32% |
$3.65K - $4K
|
10.7K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-610- 0.65% |
$8.73K - $9.57K
|
93.3K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-632- 2.25% |
$9.04K - $9.92K
|
27.5K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-654- 1.0% |
$9.36K - $10.3K
|
64.5K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-819- 5.61% |
$11.7K - $12.9K
|
13.8K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.88K- 6.35% |
$27K - $29.6K
|
27.8K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2KClosed |
$28.6K - $31.4K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11K- 10.34% |
$30.2K - $33.1K
|
18.3K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 21.76% |
$37.7K - $41.3K
|
9.46K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.69K- 17.71% |
$52.8K - $57.9K
|
17.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5K- 0.53% |
$71.5K - $78.4K
|
931K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.05K- 7.73% |
$101K - $111K
|
84.2K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.66K- 31.28% |
$110K - $120K
|
16.8K
$230K
|