Valicenti Advisory Services Inc Invesco ETF Tr Ii Kbw Regional Transaction History

Valicenti Advisory Services Inc

$428 Million
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 22, 2019	SELL	N/A	-57,299 Closed	0 $0
Q3 2018 Oct 17, 2018	BUY	N/A	3,047 Added 5.62%	57,299 $3.2 Million
Q2 2018 Jul 24, 2018	BUY	N/A	54,252 New	54,252 $3.14 Million

Others Institutions Holding KBWR

# of Institutions

36

Shares Held

251K

Call Options Held

0

Put Options Held

0

Byrne Financial Freedom, LLC Franklin, MA

61.7K
Shares

$3.66 Million
1.97% of portfolio
Bank Of America Corp Charlotte, NC

29.9K
Shares

$1.78 Million
0.0% of portfolio
Brown Advisory Inc

26.3K
Shares

$1.56 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

21.9K
Shares

$1.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

19.6K
Shares

$1.16 Million
0.0% of portfolio

About INVESCO ETF TR II KBW REGIONAL

Ticker KBWR
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