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 67 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$23,540
0.0% of portfolio
|
Q3 2022
New holding
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
165
shares
|
$19,420
0.01% of portfolio
|
Q2 2024
Added 931.25%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
150
shares
|
$17,655
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
104
shares
|
$12,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
103
shares
|
$12,123
0.0% of portfolio
|
Q2 2024
Added 7.29%
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
100
shares
|
$11,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
62
shares
|
$7,297
0.0% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
56
shares
|
$6,591
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
51
shares
|
$6,002
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
50
shares
|
$5,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$4,237
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
35
shares
|
$4,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
29
shares
|
$3,413
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
25
shares
|
$2,942
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
5
shares
|
$588
0.0% of portfolio
|
Q2 2024
Reduced 81.48%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$117
0.0% of portfolio
|
Q1 2022
Reduced 98.94%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|