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 35 institutions that hold shares in the stock, with a total of 229,661 shares, which have been reported (via 13F filing form) to have a value of $13.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
252
shares
|
$14,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$11,634
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
129
shares
|
$7,503
0.0% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
120
shares
|
$6,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
61
shares
|
$3,548
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
54
shares
|
$3,141
0.0% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
50
shares
|
$2,908
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,163
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$581
0.0% of portfolio
|
Q2 2021
Added 11200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|