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

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 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 14,330 shares of KBWD stock, worth $198,470. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,330
Previous 29,009 50.6%
Holding current value
$198,470
Previous $419,000 52.74%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
82
Shares Held
5.86M
Call Options Held
0
Put Options Held
45.7K
View Full List

About INVESCO ETF TR II KBW HIGH DIV

KBWD Quotes by TradingView
  • Ticker KBWD
  • Sector ETFs
  • Industry ETFs
More about KBWD
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