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 72 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,309
shares
|
$161,910
0.01% of portfolio
|
Q4 2025
Added 32625.0%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
734
shares
|
$90,788
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
620
shares
|
$76,687
0.0% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
607
shares
|
$75,079
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
569
shares
|
$70,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
470
shares
|
$58,134
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
261
shares
|
$32,283
0.0% of portfolio
|
Q3 2019
Added 38.31%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
259
shares
|
$32,035
0.02% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$24,738
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
150
shares
|
$18,553
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
134
shares
|
$16,574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
112
shares
|
$13,853
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
70
shares
|
$8,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
62
shares
|
$7,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
52
shares
|
$6,431
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
40
shares
|
$4,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
29
shares
|
$3,587
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$1,236
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$123
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 |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|