Advocacy Wealth Management Services, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Advocacy Wealth Management Services, LLC

$1.29 Billion
Q2 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 38,543 shares of KBWB stock, worth $2.85 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

38,543

Previous 46,531 17.17%

Holding current value

$2.85 Million

Previous $2.92 Million 5.48%

% of portfolio

0.21%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$53.5 - $71.62 $427,358 - $572,100	-7,988 Reduced 17.17%	38,543 $2.76 Million
Q1 2025 May 06, 2025	BUY	$60.05 - $72.21 $2.41 Million - $2.9 Million	40,157 Added 630.01%	46,531 $2.92 Million
Q4 2024 Feb 14, 2025	BUY	$57.27 - $71.33 $365,038 - $454,657	6,374 New	6,374 $416,000
Q2 2022 Jul 06, 2022	SELL	$51.43 - $62.92 $45,309 - $55,432	-881 Reduced 65.31%	468 $24,000
Q1 2022 Apr 04, 2022	SELL	$61.64 - $75.75 $18 Million - $22.2 Million	-292,489 Reduced 99.54%	1,349 $85,000
Q4 2021 Jan 05, 2022	BUY	$64.94 - $73.39 $767,331 - $867,176	11,816 Added 4.19%	293,838 $19.9 Million
Q3 2021 Oct 05, 2021	BUY	$60.11 - $68.77 $671,188 - $767,885	11,166 Added 4.12%	282,022 $18.9 Million
Q2 2021 Jul 02, 2021	SELL	$61.25 - $69.62 $154,901 - $176,068	-2,529 Reduced 0.93%	270,856 $17.4 Million
Q1 2021 Apr 05, 2021	SELL	$49.9 - $63.73 $2.1 Million - $2.68 Million	-41,996 Reduced 13.32%	273,385 $17.1 Million
Q4 2020 Jan 06, 2021	SELL	$37.67 - $50.38 $997,011 - $1.33 Million	-26,467 Reduced 7.74%	315,381 $15.9 Million
Q3 2020 Oct 02, 2020	BUY	$35.77 - $41.23 $7.86 Million - $9.06 Million	219,860 Added 180.23%	341,848 $12.9 Million
Q2 2020 Jul 02, 2020	BUY	$30.85 - $46.27 $3.76 Million - $5.64 Million	121,988 New	121,988 $4.66 Million

Others Institutions Holding KBWB

# of Institutions

257

Shares Held

50.4M

Call Options Held

1.33M

Put Options Held

145K

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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Advocacy Wealth Management Services, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History