Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Kbw Bank ETF (KBWB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Bank ETF (KBWB) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW BANK ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-192- 7.78% |
$11.8K - $14.5K
|
2.28K
$161K
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-216- 5.69% |
$13.3K - $16.4K
|
3.58K
$254K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-225Closed |
$13.9K - $17K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-225- 0.33% |
$13.9K - $17K
|
67.3K
$4.77M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-260Closed |
$16K - $19.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-272- 38.86% |
$16.8K - $20.6K
|
428
$30.3K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-300- 6.98% |
$18.5K - $22.7K
|
4K
$283K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-302Closed |
$18.6K - $22.9K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-402Closed |
$24.8K - $30.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-440- 76.79% |
$27.1K - $33.3K
|
133
$9.42K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-460- 93.88% |
$28.4K - $34.8K
|
30
$2.13K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-540Closed |
$33.3K - $40.9K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-765- 17.46% |
$47.2K - $57.9K
|
3.62K
$256K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-829- 89.14% |
$51.1K - $62.8K
|
101
$7.16K
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-834- 18.02% |
$51.4K - $63.2K
|
3.79K
$269K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.02K- 16.18% |
$63.1K - $77.5K
|
5.3K
$376K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.23KClosed |
$75.6K - $92.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.39K- 1.47% |
$85.5K - $105K
|
93K
$6.59M
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.47K- 4.84% |
$90.4K - $111K
|
28.8K
$2.04M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.13K- 0.97% |
$131K - $161K
|
217K
$15.4M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.5K- 15.47% |
$154K - $190K
|
13.7K
$969K
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.99K- 4.58% |
$184K - $226K
|
62.2K
$4.41M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.05KClosed |
$188K - $231K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.08KClosed |
$190K - $233K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-3.4K- 99.97% |
$210K - $258K
|
1
$70.9
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.41K- 75.45% |
$210K - $258K
|
1.11K
$78.6K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.54K- 3.35% |
$218K - $268K
|
102K
$7.22M
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-3.59K- 15.84% |
$221K - $272K
|
19.1K
$1.35M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.72KClosed |
$291K - $358K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-4.94KClosed |
$305K - $374K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-4.99KClosed |
$308K - $378K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.35K- 18.44% |
$330K - $405K
|
23.7K
$1.68M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-5.81K- 1.98% |
$358K - $440K
|
288K
$20.4M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-6.47K- 6.74% |
$399K - $490K
|
89.5K
$6.34M
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-6.57KClosed |
$405K - $498K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.68K- 98.53% |
$412K - $506K
|
100
$7.08K
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-7.25K- 3.57% |
$447K - $549K
|
196K
$13.9M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 42.29% |
$456K - $560K
|
10.1K
$714K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.9KClosed |
$487K - $598K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-10.9KClosed |
$670K - $824K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-11.1K- 24.3% |
$683K - $840K
|
34.5K
$2.45M
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-11.4K- 53.42% |
$701K - $862K
|
9.92K
$703K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14.4KClosed |
$891K - $1.09M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 74.41% |
$903K - $1.11M
|
5.04K
$357K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-15.2KClosed |
$939K - $1.15M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-15.8K- 21.0% |
$975K - $1.2M
|
59.5K
$4.21M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-16.8K- 79.21% |
$1.03M - $1.27M
|
4.4K
$312K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.2KClosed |
$1.06M - $1.3M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Granger Management LLC
|
SELL
|
- |
-17.6K- 39.1% |
$1.09M - $1.34M
|
27.5K
$1.95M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18.8K- 58.39% |
$1.16M - $1.42M
|
13.4K
$949K
|