Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 15, 2024 Q1 2024 |
10,612
shares
|
$187,726
0.08% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
8,912
shares
|
$157,653
0.0% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
7,581
shares
|
$134,107
0.0% of portfolio
|
Q1 2024
Added 25.66%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
5,501
shares
|
$97,312
0.0% of portfolio
|
Q4 2023
Reduced 14.03%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,892
shares
|
$86,539
0.0% of portfolio
|
Q1 2024
Added 75.09%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,347
shares
|
$41,518
0.0% of portfolio
|
Q1 2024
Reduced 72.91%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
1,604
shares
|
$28,374
0.0% of portfolio
|
Q1 2024
Reduced 43.5%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
1,600
shares
|
$28,304
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,334
shares
|
$23,598
0.0% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
1,061
shares
|
$18,769
0.0% of portfolio
|
Q1 2023
Reduced 94.25%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
951
shares
|
$16,823
0.0% of portfolio
|
Q1 2024
Reduced 99.85%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
600
shares
|
$10,614
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
530
shares
|
$9,375
0.0% of portfolio
|
Q2 2023
Added 15.22%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
520
shares
|
$9,198
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
400
shares
|
$7,076
0.0% of portfolio
|
Q1 2023
New holding
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
340
shares
|
$6,014
0.0% of portfolio
|
Q1 2024
Added 108.59%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
297
shares
|
$5,253
0.0% of portfolio
|
Q4 2023
Reduced 64.13%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
254
shares
|
$4,493
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
250
shares
|
$4,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
94
shares
|
$1,662
0.0% of portfolio
|
Q1 2024
Reduced 42.33%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
77
shares
|
$1,362
0.0% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,238
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
56
shares
|
$990
0.0% of portfolio
|
Q4 2020
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
43
shares
|
$760
0.0% of portfolio
|
Q3 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
37
shares
|
$654
0.0% of portfolio
|
Q4 2023
New holding
|