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 81 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $75.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,903
shares
|
$87,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,245
shares
|
$77,416
0.03% of portfolio
|
Q1 2024
Added 24.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
4,900
shares
|
$72,324
0.03% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
4,625
shares
|
$68,265
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,527
shares
|
$66,818
0.0% of portfolio
|
Q1 2024
Added 35.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
4,409
shares
|
$65,076
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,171
shares
|
$61,563
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
2,959
shares
|
$43,674
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,503
shares
|
$36,944
0.03% of portfolio
|
Q3 2022
Added 2403.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$29,520
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,793
shares
|
$26,464
0.0% of portfolio
|
Q2 2024
Reduced 46.32%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,500
shares
|
$22,140
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$17,712
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,067
shares
|
$15,748
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$14,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$11,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
800
shares
|
$11,808
0.0% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
785
shares
|
$11,586
0.0% of portfolio
|
Q3 2024
Reduced 93.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
692
shares
|
$10,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
651
shares
|
$9,608
0.0% of portfolio
|
Q4 2022
Reduced 23.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
590
shares
|
$8,708
0.0% of portfolio
|
Q2 2024
Added 51.28%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
518
shares
|
$7,645
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
450
shares
|
$6,642
0.0% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
400
shares
|
$5,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
310
shares
|
$4,575
0.0% of portfolio
|
Q1 2024
Reduced 9.88%
|