Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 212,614 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
61
shares
|
$3,811
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
56
shares
|
$3,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
55
shares
|
$3,436
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
50
shares
|
$3,124
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
10
shares
|
$624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$624
0.0% of portfolio
|
Q2 2021
Added 11200.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|