Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
564KNew |
$7.74M - $9.32M
|
564K
$8.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.2K+ 542.23% |
$579K - $697K
|
50K
$744K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.6KNew |
$351K - $422K
|
25.6K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.6K+ 24.72% |
$228K - $274K
|
83.8K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 30.11% |
$178K - $214K
|
56K
$833K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 17.81% |
$141K - $170K
|
68K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.5K+ 36.31% |
$130K - $157K
|
35.7K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.13K+ 27.12% |
$125K - $151K
|
42.8K
$637K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.29KNew |
$100K - $120K
|
7.29K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.24K+ 21.06% |
$85.6K - $103K
|
35.9K
$534K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.75K+ 29.03% |
$78.9K - $95.1K
|
25.6K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.47K+ 8.58% |
$75K - $90.3K
|
69.1K
$1.03M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.29K+ 5.44% |
$72.6K - $87.4K
|
103K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.12K+ 40.06% |
$70.2K - $84.5K
|
17.9K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.72KNew |
$51K - $61.4K
|
3.72K
$55.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.22K+ 5.59% |
$44.2K - $53.2K
|
60.8K
$905K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$36.4K - $43.9K
|
2.66K
$39.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$32.9K - $39.6K
|
2.4K
$35.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.09K+ 0.6% |
$28.6K - $34.5K
|
352K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.9KNew |
$26.1K - $31.4K
|
1.9K
$28.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 8.0% |
$23.1K - $27.9K
|
22.8K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.5KNew |
$20.6K - $24.8K
|
1.5K
$22.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.22K+ 2.37% |
$16.7K - $20.1K
|
52.4K
$779K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 36.24% |
$14.8K - $17.9K
|
4.06K
$60.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08KNew |
$14.8K - $17.8K
|
1.08K
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
777New |
$10.7K - $12.8K
|
777
$11.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
653+ 2.75% |
$8.96K - $10.8K
|
24.4K
$363K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
390New |
$5.35K - $6.44K
|
390
$5.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
381+ 45.04% |
$5.23K - $6.29K
|
1.23K
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 1.53% |
$4.58K - $5.52K
|
22.2K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
321+ 64.2% |
$4.4K - $5.3K
|
821
$12.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
205New |
$2.81K - $3.39K
|
205
$3.05K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
161+ 7.86% |
$2.21K - $2.66K
|
2.21K
$32.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55+ 0.23% |
$755 - $909
|
24.2K
$360K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
38+ 2.7% |
$521 - $628
|
1.45K
$21.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.12% |
$329 - $396
|
20.4K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.09% |
$151 - $182
|
11.8K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.03% |
$54.9 - $66.1
|
12.4K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-183- 0.6% |
$2.51K - $3.02K
|
30.4K
$453K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-195- 23.05% |
$2.68K - $3.22K
|
651
$9.69K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-527- 3.03% |
$7.23K - $8.71K
|
16.9K
$251K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-570- 4.81% |
$7.82K - $9.42K
|
11.3K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.07K- 9.01% |
$14.6K - $17.6K
|
10.8K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.12K- 4.39% |
$29.1K - $35K
|
46.1K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.35K- 2.2% |
$45.9K - $55.3K
|
149K
$2.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.28K- 15.15% |
$72.4K - $87.1K
|
29.5K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.37K- 15.86% |
$73.7K - $88.7K
|
28.5K
$424K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.75K- 10.76% |
$92.7K - $112K
|
56K
$833K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.86K- 7.08% |
$108K - $130K
|
103K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 43.55% |
$192K - $231K
|
18.2K
$270K
|