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
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.2K+ 16.03% |
$1.37M - $1.59M
|
689K
$10.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.1K+ 7.33% |
$651K - $754K
|
661K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7KNew |
$456K - $529K
|
31.7K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.4KNew |
$294K - $341K
|
20.4K
$316K
|
|
|
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
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.9K+ 17.24% |
$156K - $181K
|
73.8K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.7KNew |
$125K - $145K
|
8.7K
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64K+ 119.3% |
$125K - $144K
|
15.9K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.52K+ 22.59% |
$93.9K - $109K
|
35.4K
$548K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.35K+ 33.34% |
$91.5K - $106K
|
25.4K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.17K+ 20692.0% |
$74.5K - $86.4K
|
5.2K
$80.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72K+ 335.18% |
$68K - $78.8K
|
6.12K
$94.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$36K - $41.8K
|
2.5K
$38.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 12.27% |
$24.5K - $28.4K
|
15.6K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
676+ 175.13% |
$9.74K - $11.3K
|
1.06K
$16.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
411+ 0.65% |
$5.92K - $6.86K
|
63.3K
$980K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
263+ 0.12% |
$3.79K - $4.39K
|
226K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
199+ 2.25% |
$2.87K - $3.32K
|
9.03K
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113+ 13.06% |
$1.63K - $1.89K
|
978
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102+ 0.72% |
$1.47K - $1.7K
|
14.3K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$360 - $418
|
25
$387
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.09% |
$245 - $284
|
19.1K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$14.4 - $16.7
|
12
$186
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-449- 2.41% |
$6.47K - $7.5K
|
18.2K
$281K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500- 3.27% |
$7.21K - $8.35K
|
14.8K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-680- 17.96% |
$9.8K - $11.4K
|
3.11K
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 71.26% |
$18.2K - $21.1K
|
509
$7.88K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.75K- 3.85% |
$39.6K - $45.9K
|
68.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.39K- 18.74% |
$63.3K - $73.3K
|
19K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.63K- 16.79% |
$95.5K - $111K
|
32.9K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.2K- 72.92% |
$234K - $271K
|
6.02K
$93.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.5K- 18.02% |
$266K - $308K
|
84K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-42.8K- 44.11% |
$617K - $715K
|
54.2K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-166K- 84.35% |
$2.39M - $2.77M
|
30.8K
$477K
|