Institutional Ownership Invesco ETF Tr Ii Kbw High Div (KBWD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw High Div (KBWD). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
860,412
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2024
Added 4.27%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
657,110
shares
|
$9.88 Million
0.01% of portfolio
|
Q1 2024
Added 4.64%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
409,831
shares
|
$6.16 Million
0.0% of portfolio
|
Q1 2024
Added 12.21%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
333,160
shares
|
$5.01 Million
0.15% of portfolio
|
Q1 2024
Added 15.59%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
323,070
shares
|
$4.86 Million
0.06% of portfolio
|
Q1 2024
Added 730.88%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
314,515
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
168,357
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Added 1.58%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
131,300
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Apr 22, 2024 Q1 2024 |
110,144
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2023
Added 1.02%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
104,449
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.09%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
97,524
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2024
Added 6.93%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
75,100
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2024
Added 2.42%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
68,385
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.45%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
67,749
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
66,883
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2024
Reduced 14.97%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
65,948
shares
|
$991,857
0.42% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
65,804
shares
|
$989,692
0.02% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
54,983
shares
|
$826,944
0.0% of portfolio
|
Q1 2024
Added 1.65%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
53,465
shares
|
$804,113
0.01% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
46,645
shares
|
$701,540
0.01% of portfolio
|
Q1 2024
Added 11.47%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
38,452
shares
|
$578,318
0.0% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
37,525
shares
|
$564,376
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
35,219
shares
|
$529,693
0.0% of portfolio
|
Q1 2024
Added 2.86%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
33,952
shares
|
$510,638
0.0% of portfolio
|
Q1 2024
Reduced 3.59%
|