Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PREMIUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.3K+ 8.85% |
$802K - $868K
|
594K
$9.22M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.5K+ 1373.74% |
$790K - $854K
|
51K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.6K+ 29.24% |
$740K - $801K
|
197K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39KNew |
$649K - $702K
|
39K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 5.09% |
$496K - $536K
|
616K
$9.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.5K+ 81.82% |
$440K - $476K
|
58.8K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21K+ 1683.4% |
$349K - $377K
|
22.2K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.1KNew |
$318K - $343K
|
19.1K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$309K - $334K
|
18.6K
$289K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.5K+ 134.42% |
$275K - $297K
|
28.9K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$204K - $220K
|
12.3K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.85K+ 4.08% |
$147K - $159K
|
226K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 103.04% |
$74.4K - $80.5K
|
8.83K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.09K+ 27.83% |
$51.4K - $55.6K
|
14.2K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.77KNew |
$29.4K - $31.8K
|
1.77K
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $18K
|
1K
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
974+ 22.83% |
$16.2K - $17.5K
|
5.24K
$81.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
865New |
$14.4K - $15.5K
|
865
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
386New |
$6.42K - $6.94K
|
386
$5.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107+ 0.58% |
$1.78K - $1.92K
|
18.6K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60+ 12.24% |
$997 - $1.08K
|
550
$8.54K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$416 - $449
|
25
$388
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 81.97% |
$831 - $899
|
11
$171
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 6.64% |
$1.66K - $1.8K
|
1.41K
$21.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-174- 87.44% |
$2.89K - $3.13K
|
25
$388
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290- 0.73% |
$4.82K - $5.21K
|
39.5K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-650- 64.36% |
$10.8K - $11.7K
|
360
$5.59K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-822- 17.84% |
$13.7K - $14.8K
|
3.79K
$58.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-825- 5.12% |
$13.7K - $14.8K
|
15.3K
$237K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.33K- 93.31% |
$22K - $23.8K
|
95
$1.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.12K- 4.18% |
$51.8K - $56K
|
71.4K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 24.56% |
$64.1K - $69.3K
|
11.8K
$184K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.28K- 15.43% |
$71.1K - $76.8K
|
23.4K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.59K- 5.44% |
$92.8K - $100K
|
97.1K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.05K- 99.54% |
$150K - $163K
|
42
$652
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.8K- 16.88% |
$213K - $230K
|
63K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.9K- 38.19% |
$646K - $698K
|
62.9K
$977K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-43.8K- 85.8% |
$727K - $786K
|
7.24K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.8K- 33.15% |
$845K - $913K
|
102K
$1.59M
|