Financial Advocates Investment Management Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 30,112 shares of KBWB stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

30,112

Previous 32,790 8.17%

Holding current value

$1.95 Million

Previous $2.14 Million 11.76%

% of portfolio

0.14%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$60.05 - $72.21 $160,813 - $193,378	-2,678 Reduced 8.17%	30,112 $1.89 Million
Q4 2024 Jan 27, 2025	BUY	$57.27 - $71.33 $1.88 Million - $2.34 Million	32,790 New	32,790 $2.14 Million
Q2 2019 Aug 08, 2019	SELL	$47.44 - $52.93 $542,666 - $605,466	-11,439 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$44.38 - $52.13 $30,267 - $35,552	-682 Reduced 5.63%	11,439 $551,000
Q4 2018 Feb 14, 2019	SELL	$41.5 - $55.36 $37,225 - $49,657	-897 Reduced 6.89%	12,121 $533,000
Q3 2018 Nov 14, 2018	SELL	$53.45 - $57.65 $1,443 - $1,556	-27 Reduced 0.21%	13,018 $0
Q2 2018 Aug 09, 2018	BUY	$53.32 - $57.35 $695,559 - $748,130	13,045 New	13,045 $705,000

Others Institutions Holding KBWB

# of Institutions

250

Shares Held

44.6M

Call Options Held

265K

Put Options Held

205K

View Full List

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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Financial Advocates Investment Management Invesco ETF Tr Ii Kbw Bank ETF Transaction History