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 58 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$151,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,826
shares
|
$137,067
0.0% of portfolio
|
Q1 2025
Added 103.04%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,242
shares
|
$112,468
0.0% of portfolio
|
Q1 2025
Reduced 85.8%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,241
shares
|
$81,392
0.0% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,786
shares
|
$58,796
0.0% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,045
shares
|
$47,288
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,771
shares
|
$27,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,750
shares
|
$27,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,701
shares
|
$26,416
0.0% of portfolio
|
Q4 2024
Reduced 69.08%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,407
shares
|
$21,850
0.0% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$15,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
865
shares
|
$13,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
550
shares
|
$8,541
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
386
shares
|
$5,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
360
shares
|
$5,590
0.0% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
340
shares
|
$5,280
0.0% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
254
shares
|
$3,944
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
132
shares
|
$2,049
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
95
shares
|
$1,475
0.0% of portfolio
|
Q1 2025
Reduced 93.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,087
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
62
shares
|
$962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
61
shares
|
$947
0.0% of portfolio
|
Q2 2024
Reduced 94.25%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
56
shares
|
$869
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
43
shares
|
$667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42
shares
|
$652
0.0% of portfolio
|
Q1 2025
Reduced 99.54%
|