Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW HIGH DIV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
118K+ 107.75% |
$2.19M - $2.48M
|
228K
$3.47M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.6K+ 34.66% |
$1.37M - $1.55M
|
286K
$4.36M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.2K+ 13.12% |
$969K - $1.1M
|
450K
$6.86M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2KNew |
$931K - $1.06M
|
50.2K
$765K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.6KNew |
$735K - $833K
|
39.6K
$603K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.4K+ 5.98% |
$508K - $576K
|
486K
$7.4M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26.6K+ 25.03% |
$494K - $560K
|
133K
$2.03M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 3.1% |
$423K - $479K
|
758K
$11.6M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8KNew |
$329K - $373K
|
17.8K
$271K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
13K+ 37.54% |
$242K - $274K
|
47.7K
$728K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
12.6K+ 9.45% |
$234K - $265K
|
146K
$2.23M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11KNew |
$205K - $232K
|
11K
$168K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 5.14% |
$201K - $228K
|
222K
$3.38M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10.2KNew |
$190K - $215K
|
10.2K
$156K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.13K+ 7.04% |
$170K - $192K
|
139K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.18K+ 111.81% |
$152K - $172K
|
15.5K
$236K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 73.27% |
$146K - $165K
|
18.6K
$283K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.95K+ 21.92% |
$110K - $125K
|
33.1K
$504K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.34K+ 17.83% |
$99.1K - $112K
|
35.3K
$538K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.17K+ 6.97% |
$95.9K - $109K
|
79.3K
$1.21M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.23KNew |
$59.9K - $67.8K
|
3.23K
$49.1K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 5.34% |
$39.9K - $45.2K
|
42.4K
$647K
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.98K+ 2.12% |
$36.7K - $41.6K
|
95.1K
$1.45M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.89KNew |
$35K - $39.7K
|
1.89K
$28.8K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.6K+ 5.67% |
$29.8K - $33.7K
|
29.9K
$456K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 167.44% |
$28K - $31.7K
|
2.41K
$36.7K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$26K - $29.4K
|
1.4K
$21.3K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
600New |
$11.1K - $12.6K
|
600
$9.14K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
507+ 2.41% |
$9.41K - $10.7K
|
21.6K
$329K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
475New |
$8.82K - $9.99K
|
475
$7.24K
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
456+ 2.08% |
$8.46K - $9.59K
|
22.4K
$341K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 50.0% |
$5.57K - $6.31K
|
900
$13.7K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
94+ 2.14% |
$1.74K - $1.98K
|
4.48K
$68.3K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
77+ 0.49% |
$1.43K - $1.62K
|
15.9K
$242K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
38+ 0.06% |
$705 - $799
|
66.9K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31+ 0.23% |
$575 - $652
|
13.7K
$208K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
27+ 2.07% |
$501 - $568
|
1.33K
$20.3K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16+ 0.15% |
$297 - $336
|
10.8K
$164K
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.04% |
$167 - $189
|
22.3K
$340K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 0.32% |
$928 - $1.05K
|
15.7K
$239K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 2.56% |
$5.57K - $6.31K
|
11.4K
$174K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-409- 1.54% |
$7.59K - $8.6K
|
26.2K
$399K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-568Closed |
$10.5K - $11.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-777Closed |
$14.4K - $16.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-821- 0.95% |
$15.2K - $17.3K
|
85.2K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-942- 6.13% |
$17.5K - $19.8K
|
14.4K
$220K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.06K- 2.06% |
$19.7K - $22.3K
|
50.3K
$767K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.33K- 11.57% |
$24.6K - $27.9K
|
10.1K
$154K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 1.82% |
$29.9K - $33.9K
|
87.2K
$1.33M
|