Institutional Ownership Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
9,325
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
8,792
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,605
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 286.39%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,137
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 253.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,346
shares
|
$912,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
7,270
shares
|
$902,861
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
6,918
shares
|
$859,146
0.0% of portfolio
|
Q3 2024
Added 97.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,779
shares
|
$841,884
0.0% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$819,654
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
6,331
shares
|
$786,246
0.11% of portfolio
|
Q3 2024
Added 247.28%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,560
shares
|
$690,496
0.06% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
5,350
shares
|
$664,416
0.2% of portfolio
|
Q4 2022
Reduced 10.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,240
shares
|
$526,565
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,984
shares
|
$494,772
0.02% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,923
shares
|
$487,197
0.0% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,584
shares
|
$445,096
0.02% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,178
shares
|
$394,675
0.0% of portfolio
|
Q3 2024
Added 44.39%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,981
shares
|
$370,210
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
2,486
shares
|
$308,736
0.07% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,316
shares
|
$287,624
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
2,314
shares
|
$287,375
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,301
shares
|
$285,761
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,001
shares
|
$248,504
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,963
shares
|
$243,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
1,897
shares
|
$235,588
0.01% of portfolio
|
Q3 2024
New holding
|