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 82 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
33,636
shares
|
$450,722
0.0% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
29,009
shares
|
$388,720
0.01% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
28,746
shares
|
$385,196
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
28,464
shares
|
$381,417
0.02% of portfolio
|
Q1 2025
Added 184.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
27,762
shares
|
$372,010
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
27,719
shares
|
$371,434
0.04% of portfolio
|
Q4 2024
Reduced 23.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,466
shares
|
$368,044
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,849
shares
|
$359,776
0.0% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
18,677
shares
|
$250,271
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
18,269
shares
|
$244,804
0.02% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,995
shares
|
$241,133
0.01% of portfolio
|
Q1 2025
Added 67.4%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
17,271
shares
|
$231,431
0.0% of portfolio
|
Q1 2025
Reduced 48.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
17,142
shares
|
$229,702
0.0% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,820
shares
|
$225,388
0.0% of portfolio
|
Q1 2025
Reduced 31.28%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
16,000
shares
|
$214,400
0.02% of portfolio
|
Q1 2025
Added 30.08%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,783
shares
|
$184,692
0.0% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
12,156
shares
|
$162,890
0.0% of portfolio
|
Q1 2025
Added 5978.0%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
12,080
shares
|
$161,872
0.02% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,716
shares
|
$143,594
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,615
shares
|
$142,241
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
10,496
shares
|
$140,646
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,342
shares
|
$138,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,120
shares
|
$135,608
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,463
shares
|
$126,804
0.0% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,988
shares
|
$120,439
0.0% of portfolio
|
Q1 2025
Added 1.73%
|