Lmcg Investments, LLC Invesco ETF Tr Ii Kbw Premium Transaction History

Lmcg Investments, LLC

$1.57 Billion
Q2 2025

A detailed history of Lmcg Investments, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Lmcg Investments, LLC holds 77,735 shares of KBWY stock, worth $1.22 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

77,735

Previous 58,811 32.18%

Holding current value

$1.22 Million

Previous $978,000 24.95%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$14.41 - $16.7 $272,694 - $316,030	18,924 Added 32.18%	77,735 $1.22 Million
Q1 2025 Apr 10, 2025	BUY	$16.62 - $17.97 $439,848 - $475,576	26,465 Added 81.82%	58,811 $978,000
Q4 2024 Jan 16, 2025	BUY	$17.71 - $21.16 $202,566 - $242,028	11,438 Added 54.71%	32,346 $579,000
Q3 2024 Oct 29, 2024	BUY	$17.55 - $21.54 $23,815 - $29,229	1,357 Added 6.94%	20,908 $441,000
Q2 2024 Aug 09, 2024	BUY	$16.81 - $18.17 $65,508 - $70,808	3,897 Added 24.89%	19,551 $348,000
Q1 2024 May 03, 2024	BUY	$17.14 - $20.3 $27,561 - $32,642	1,608 Added 11.45%	15,654 $282,000
Q4 2023 Feb 07, 2024	BUY	$16.02 - $20.55 $225,016 - $288,645	14,046 New	14,046 $283,000

Others Institutions Holding KBWY

# of Institutions

Shares Held

2.93M

Call Options Held

12.6K

Put Options Held

900

View Full List

About INVESCO ETF TR II KBW PREMIUM

Ticker KBWY
Sector ETFs
Industry ETFs

More about KBWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmcg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmcg Investments, LLC with notifications on news.

Account

Lmcg Investments, LLC Invesco ETF Tr Ii Kbw Premium Transaction History