Creative One Wealth, LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Creative One Wealth, LLC holds 25,975 shares of KBWD stock, worth $351,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,975

Previous 14,330 81.26%

Holding current value

$351,701

Previous $198,000 77.27%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$13.46 - $14.38 $156,741 - $167,455	11,645 Added 81.26%	25,975 $351,000
Q2 2025 Aug 12, 2025	SELL	$12.37 - $14.5 $181,579 - $212,845	-14,679 Reduced 50.6%	14,330 $198,000
Q1 2025 May 14, 2025	BUY	$14.31 - $15.69 $35,617 - $39,052	2,489 Added 9.39%	29,009 $419,000
Q4 2024 Feb 13, 2025	BUY	$14.52 - $15.51 $142,586 - $152,308	9,820 Added 58.8%	26,520 $389,000
Q3 2024 Nov 13, 2024	BUY	$14.71 - $16.26 $245,657 - $271,542	16,700 New	16,700 $255,000

Q1 2024 May 14, 2024	BUY	$14.56 - $16.18 $270,714 - $300,834	18,593 New	18,593 $288,000

Others Institutions Holding KBWD

# of Institutions

Shares Held

6.17M

Call Options Held

19.1K

Put Options Held

View Full List

About INVESCO ETF TR II KBW HIGH DIV

Ticker KBWD
Sector ETFs
Industry ETFs

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Creative One Wealth, LLC Invesco ETF Tr Ii Kbw High Div Transaction History