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 77 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,083
shares
|
$255,500
0.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,025
shares
|
$248,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$196,501
0.0% of portfolio
|
Q2 2025
Added 2710.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
616
shares
|
$75,558
0.01% of portfolio
|
Q2 2025
Reduced 54.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
607
shares
|
$74,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
261
shares
|
$32,014
0.0% of portfolio
|
Q3 2019
Added 38.31%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
259
shares
|
$31,768
0.02% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$24,532
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
150
shares
|
$18,399
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
138
shares
|
$16,927
0.0% of portfolio
|
Q2 2025
Reduced 86.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
115
shares
|
$14,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
109
shares
|
$13,369
0.0% of portfolio
|
Q4 2024
Added 202.78%
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$12,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
70
shares
|
$8,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$7,604
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
52
shares
|
$6,378
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
40
shares
|
$4,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
29
shares
|
$3,557
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
10
shares
|
$1,226
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2
shares
|
$245
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$122
0.0% of portfolio
|
Q1 2022
Reduced 98.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|