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 79 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
2,673
shares
|
$302,663
0.08% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
2,462
shares
|
$278,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,319
shares
|
$262,580
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,316
shares
|
$262,240
0.01% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,316
shares
|
$262,240
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
2,223
shares
|
$251,710
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,108
shares
|
$238,688
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,727
shares
|
$195,548
0.0% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,334
shares
|
$151,048
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
545
shares
|
$61,710
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
261
shares
|
$29,553
0.0% of portfolio
|
Q3 2019
Added 38.31%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
248
shares
|
$28,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
214
shares
|
$24,231
0.02% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$22,646
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
150
shares
|
$16,984
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
109
shares
|
$12,342
0.0% of portfolio
|
Q4 2024
Added 202.78%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
106
shares
|
$12,002
0.0% of portfolio
|
Q4 2024
Added 324.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$11,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
70
shares
|
$7,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
62
shares
|
$7,020
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
51
shares
|
$5,774
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
40
shares
|
$4,529
0.0% of portfolio
|
Q4 2024
Reduced 53.49%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
40
shares
|
$4,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
35
shares
|
$3,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
29
shares
|
$3,283
0.0% of portfolio
|
Q3 2023
New holding
|