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 85 institutions that hold shares in the stock, with a total of 6 Million shares, which have been reported (via 13F filing form) to have a value of $83.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
925,509
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
858,980
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
649,190
shares
|
$8.99 Million
5.59% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
543,336
shares
|
$7.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
529,778
shares
|
$7.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.95%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
523,842
shares
|
$7.26 Million
0.16% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
161,894
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 229.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
140,165
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
115,799
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
110,874
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
93,300
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
85,878
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,453
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
83,895
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
80,795
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
64,260
shares
|
$890,001
0.22% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,812
shares
|
$759,146
0.02% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,041
shares
|
$651,517
0.0% of portfolio
|
Q2 2025
Added 39.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
45,714
shares
|
$633,138
0.01% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
42,441
shares
|
$587,807
0.05% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
41,785
shares
|
$578,722
0.19% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
41,152
shares
|
$569,955
0.36% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
37,108
shares
|
$513,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
36,861
shares
|
$510,524
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,665
shares
|
$493,960
0.0% of portfolio
|
Q2 2025
Added 3.38%
|