Winnow Wealth LLC Invesco ETF Tr Ii Kbw High Div Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Winnow Wealth LLC holds 28,559 shares of KBWD stock, worth $386,688. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,559

Holding current value

$386,688

% of portfolio

0.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$13.46 - $14.38 $384,404 - $410,678	28,559 New	28,559 $400 Million
Q2 2025 Aug 12, 2025	SELL	$12.37 - $14.5 $503,817 - $590,570	-40,729 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$14.31 - $15.69 $484,951 - $531,718	33,889 New	33,889 $490 Million
Q4 2024 Aug 21, 2025	BUY	$14.52 - $15.51 $591,385 - $631,706	40,729 New	40,729 $597 Million

Others Institutions Holding KBWD

# of Institutions

Shares Held

6.15M

Call Options Held

19.1K

Put Options Held

Lpl Financial LLC Fort Mill, SC

928K
Shares

$12.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

885K
Shares

$12 Million
0.0% of portfolio
Mission Hills Financial Advisory, LLC San Diego, CA

746K
Shares

$10.1 Million
5.36% of portfolio
Bank Of America Corp Charlotte, NC

697K
Shares

$9.43 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

549K
Shares

$7.44 Million
0.0% of portfolio

View Full List

About INVESCO ETF TR II KBW HIGH DIV

Ticker KBWD
Sector ETFs
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