Sloy Dahl & Holst, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Sloy Dahl & Holst, LLC

$551 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$61.64 - $75.75 $307,706 - $378,144	-4,992 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$49.9 - $63.73 $249,100 - $318,140	4,992 New	4,992 $309,000

Others Institutions Holding KBWB

# of Institutions

173

Shares Held

20.3M

Call Options Held

30.7K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

7.98M
Shares

$567 Million
0.04% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.53M
Shares

$180 Million
0.06% of portfolio
Wharton Business Group, LLC Malvern, PA

1.99M
Shares

$141 Million
5.23% of portfolio
Jpmorgan Chase & CO New York, NY

1.05M
Shares

$74.8 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

990K
Shares

$70.3 Million
0.81% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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