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 69 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
346
shares
|
$43,412
0.0% of portfolio
|
Q1 2025
Added 34500.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
261
shares
|
$32,747
0.0% of portfolio
|
Q3 2019
Added 38.31%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
214
shares
|
$26,850
0.02% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$25,094
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
150
shares
|
$18,820
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
115
shares
|
$14,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
109
shares
|
$13,676
0.0% of portfolio
|
Q4 2024
Added 202.78%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
77
shares
|
$9,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
70
shares
|
$8,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
62
shares
|
$7,779
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
57
shares
|
$7,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
51
shares
|
$6,398
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
40
shares
|
$5,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
29
shares
|
$3,638
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
10
shares
|
$1,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
10
shares
|
$1,254
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3
shares
|
$376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$125
0.0% of portfolio
|
Q1 2022
Reduced 98.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|