Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
109KNew |
$1.57M - $1.81M
|
109K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
18.9K+ 32.18% |
$273K - $316K
|
77.7K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$183K - $212K
|
12.7K
$196K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.7KNew |
$125K - $145K
|
8.7K
$134K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.52K+ 22.59% |
$93.9K - $109K
|
35.4K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.17K+ 20692.0% |
$74.5K - $86.4K
|
5.2K
$80.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72K+ 335.18% |
$68K - $78.8K
|
6.12K
$94.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$36K - $41.8K
|
2.5K
$38.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 12.27% |
$24.5K - $28.4K
|
15.6K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
676+ 175.13% |
$9.74K - $11.3K
|
1.06K
$16.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
263+ 0.12% |
$3.79K - $4.39K
|
226K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113+ 13.06% |
$1.63K - $1.89K
|
978
$15.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$360 - $418
|
25
$386
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.09% |
$245 - $284
|
19.1K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$14.4 - $16.7
|
12
$185
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-449- 2.41% |
$6.47K - $7.5K
|
18.2K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.75K- 3.85% |
$39.6K - $45.9K
|
68.6K
$1.06M
|