Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
434+ 2.27% |
$22.3K - $27.3K
|
19.5K
$1.37M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
383+ 1.33% |
$19.7K - $24.1K
|
29.2K
$2.06M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
382New |
$19.6K - $24K
|
382
$26.9K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
360New |
$18.5K - $22.7K
|
360
$25.3K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
312New |
$16K - $19.6K
|
312
$22K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
292New |
$15K - $18.4K
|
292
$20.6K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
225New |
$11.6K - $14.2K
|
225
$15.8K
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
210New |
$10.8K - $13.2K
|
210
$14.8K
|
|
Jul 07, 2022
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
144New |
$7.41K - $9.06K
|
144
$10.1K
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
110+ 28.13% |
$5.66K - $6.92K
|
501
$35.3K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106+ 0.18% |
$5.45K - $6.67K
|
57.8K
$4.07M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
84New |
$4.32K - $5.29K
|
84
$5.91K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65+ 0.3% |
$3.34K - $4.09K
|
21.9K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
54+ 1.16% |
$2.78K - $3.4K
|
4.7K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
51New |
$2.62K - $3.21K
|
51
$3.59K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49+ 42.61% |
$2.52K - $3.08K
|
164
$11.5K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.66% |
$1.9K - $2.33K
|
5.62K
$396K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.82% |
$874 - $1.07K
|
2.09K
$147K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.85% |
$411 - $503
|
953
$67.1K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.55% |
$257 - $315
|
907
$63.9K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.81% |
$154 - $189
|
373
$26.3K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 22.22% |
$103 - $126
|
11
$774
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.45% |
$51.4 - $62.9
|
225
$15.8K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 13.86% |
$720 - $881
|
87
$6.12K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-61- 0.16% |
$3.14K - $3.84K
|
37.1K
$2.61M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-82- 50.0% |
$4.22K - $5.16K
|
82
$5.77K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$5.14K - $6.29K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-105Closed |
$5.4K - $6.61K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-154- 1.2% |
$7.92K - $9.69K
|
12.7K
$896K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-172- 8.09% |
$8.85K - $10.8K
|
1.96K
$138K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-200Closed |
$10.3K - $12.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-235- 0.99% |
$12.1K - $14.8K
|
23.4K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-247Closed |
$12.7K - $15.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250Closed |
$12.9K - $15.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-300- 5.66% |
$15.4K - $18.9K
|
5K
$352K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-428Closed |
$22K - $26.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-470- 33.29% |
$24.2K - $29.6K
|
942
$66.3K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-511- 22.45% |
$26.3K - $32.2K
|
1.77K
$124K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-535Closed |
$27.5K - $33.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-624Closed |
$32.1K - $39.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-660Closed |
$33.9K - $41.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-745- 11.25% |
$38.3K - $46.9K
|
5.88K
$414K
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-779- 7.76% |
$40.1K - $49K
|
9.26K
$652K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-783- 9.17% |
$40.3K - $49.3K
|
7.75K
$546K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-881- 65.31% |
$45.3K - $55.4K
|
468
$32.9K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.01K- 90.98% |
$51.9K - $63.5K
|
100
$7.04K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.1KClosed |
$56.7K - $69.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 3.6% |
$60.6K - $74.2K
|
31.6K
$2.22M
|