United Capital Financial Advisers, LLC Invesco ETF Tr Ii Kbw Premium Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 26,150 shares of KBWY stock, worth $404,279. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,150
Previous 32,850 20.4%
Holding current value
$404,279
Previous $516,000 19.19%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$15.13 - $16.64 $101,371 - $111,488
-6,700 Reduced 20.4%
26,150 $417,000
Q2 2025

Aug 11, 2025
SELL
$14.41 - $16.7 $95,509 - $110,687
-6,628 Reduced 16.79%
32,850 $516,000
Q1 2025

May 13, 2025
SELL
$16.62 - $17.97 $4,819 - $5,211
-290 Reduced 0.73%
39,478 $658,000
Q4 2024

Feb 13, 2025
SELL
$17.71 - $21.16 $20,720 - $24,757
-1,170 Reduced 2.86%
39,768 $712,000
Q3 2024

Nov 12, 2024
SELL
$17.55 - $21.54 $53,264 - $65,373
-3,035 Reduced 6.9%
40,938 $863,000
Q2 2024

Aug 14, 2024
SELL
$16.81 - $18.17 $160,535 - $173,523
-9,550 Reduced 17.84%
43,973 $784,000
Q1 2024

May 15, 2024
SELL
$17.14 - $20.3 $23,961 - $28,379
-1,398 Reduced 2.55%
53,523 $966,000
Q4 2023

Feb 14, 2024
SELL
$16.02 - $20.55 $61,276 - $78,603
-3,825 Reduced 6.51%
54,921 $1.11 Million
Q3 2023

Nov 14, 2023
SELL
$17.11 - $19.77 $66,027 - $76,292
-3,859 Reduced 6.16%
58,746 $1.03 Million
Q2 2023

Aug 14, 2023
BUY
$16.18 - $18.39 $140,199 - $159,349
8,665 Added 16.06%
62,605 $1.12 Million
Q1 2023

Aug 14, 2023
SELL
$16.66 - $22.68 $144,358 - $196,522
-8,665 Reduced 13.84%
53,940 $991,000
Q1 2023

May 15, 2023
BUY
$16.66 - $22.68 $5,581 - $7,597
335 Added 0.62%
53,940 $991,000
Q4 2022

Feb 14, 2023
BUY
$18.28 - $21.14 $433,510 - $501,335
23,715 Added 79.34%
53,605 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$18.53 - $24.17 $40,673 - $53,053
2,195 Added 7.93%
29,890 $567,000
Q2 2022

Aug 11, 2022
BUY
$21.12 - $25.85 $584,918 - $715,915
27,695 New
27,695 $612,000
Q4 2018

Feb 14, 2019
SELL
N/A
-6,041 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
6,041 New
6,041 $205,000

Others Institutions Holding KBWY

# of Institutions
62
Shares Held
3.24M
Call Options Held
0
Put Options Held
35.3K
View Full List

About INVESCO ETF TR II KBW PREMIUM

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