Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
83.8KNew |
$1.9M - $2.15M
|
83.8K
$1.53M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55.5KNew |
$1.26M - $1.43M
|
55.5K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.8KNew |
$857K - $970K
|
37.8K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
32K+ 195.47% |
$725K - $821K
|
48.3K
$882K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.6KNew |
$695K - $787K
|
30.6K
$559K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$560K - $634K
|
24.7K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.9K+ 11.55% |
$451K - $511K
|
192K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
16K+ 6.61% |
$362K - $410K
|
258K
$4.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7KNew |
$288K - $326K
|
12.7K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$282K - $320K
|
12.4K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 2.92% |
$257K - $291K
|
399K
$7.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.97K+ 12.03% |
$226K - $256K
|
92.8K
$1.69M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.69KNew |
$197K - $223K
|
8.69K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.63K+ 15.33% |
$196K - $222K
|
64.9K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
5.79K+ 2.02% |
$131K - $149K
|
293K
$5.34M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.8KNew |
$109K - $123K
|
4.8K
$87.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.54K+ 18.92% |
$80.2K - $90.9K
|
22.2K
$406K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.22K+ 4.29% |
$73K - $82.7K
|
78.2K
$1.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.44K+ 14.73% |
$55.3K - $62.7K
|
19K
$347K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$34.9K - $39.5K
|
1.54K
$28.1K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42KNew |
$32.3K - $36.5K
|
1.42K
$26K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.04KNew |
$23.6K - $26.7K
|
1.04K
$19K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
878New |
$19.9K - $22.5K
|
878
$16K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
759+ 4.29% |
$17.2K - $19.5K
|
18.4K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
535New |
$12.1K - $13.7K
|
535
$9.76K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
475+ 3.24% |
$10.8K - $12.2K
|
15.1K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
475+ 3.24% |
$10.8K - $12.2K
|
15.1K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
356+ 2.16% |
$8.07K - $9.14K
|
16.8K
$307K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
298+ 2.68% |
$6.76K - $7.65K
|
11.4K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
218+ 2.45% |
$4.94K - $5.6K
|
9.11K
$166K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
145New |
$3.29K - $3.72K
|
145
$2.65K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
142+ 54.62% |
$3.22K - $3.65K
|
402
$7.34K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
67+ 0.61% |
$1.52K - $1.72K
|
11.1K
$202K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
62+ 6200.0% |
$1.41K - $1.59K
|
63
$1.15K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.16% |
$227 - $257
|
6.29K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-34Closed |
$771 - $873
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72- 0.81% |
$1.63K - $1.85K
|
8.77K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-102Closed |
$2.31K - $2.62K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-112- 12.32% |
$2.54K - $2.88K
|
797
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-140- 0.58% |
$3.17K - $3.6K
|
24.2K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-148- 0.64% |
$3.36K - $3.8K
|
23K
$419K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-241- 31.84% |
$5.46K - $6.19K
|
516
$9.42K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-270- 2.97% |
$6.12K - $6.93K
|
8.83K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-299- 50.76% |
$6.78K - $7.68K
|
290
$5.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-365- 1.72% |
$8.27K - $9.37K
|
20.9K
$382K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-575- 2.13% |
$13K - $14.8K
|
26.5K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-955- 7.95% |
$21.6K - $24.5K
|
11.1K
$202K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-962- 4.13% |
$21.8K - $24.7K
|
22.4K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.46KClosed |
$33.1K - $37.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.89K- 6.85% |
$42.8K - $48.5K
|
25.7K
$469K
|