Envestnet Portfolio Solutions, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 55,166 shares of KBWB stock, worth $4.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

55,166

Previous 23,654 133.22%

Holding current value

$4.27 Million

Previous $1.48 Million 166.17%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$53.5 - $71.62 $1.69 Million - $2.26 Million	31,512 Added 133.22%	55,166 $3.95 Million
Q1 2025 Apr 21, 2025	BUY	$60.05 - $72.21 $564,590 - $678,918	9,402 Added 65.97%	23,654 $1.48 Million
Q4 2024 Feb 10, 2025	BUY	$57.27 - $71.33 $816,212 - $1.02 Million	14,252 New	14,252 $931,000
Q1 2024 May 06, 2024	SELL	$47.05 - $53.66 $45,356 - $51,728	-964 Reduced 15.69%	5,179 $277,000
Q4 2023 Feb 07, 2024	SELL	$36.74 - $49.8 $3,306 - $4,482	-90 Reduced 1.44%	6,143 $302,000
Q3 2023 Nov 13, 2023	BUY	$39.52 - $45.81 $246,328 - $285,533	6,233 New	6,233 $249,000

Others Institutions Holding KBWB

# of Institutions

254

Shares Held

49.8M

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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Envestnet Portfolio Solutions, Inc. Invesco ETF Tr Ii Kbw Bank ETF Transaction History