Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 20.76% |
$2.5M - $3.18M
|
1.05M
$15.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
26.6KNew |
$369K - $469K
|
26.6K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7K+ 22.0% |
$315K - $400K
|
126K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22K+ 5.01% |
$305K - $388K
|
461K
$6.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
17.1KNew |
$238K - $302K
|
17.1K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 9.69% |
$178K - $227K
|
146K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 3.43% |
$175K - $223K
|
381K
$5.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$173K - $220K
|
12.5K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$165K - $209K
|
11.9K
$175K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11.2KNew |
$155K - $197K
|
11.2K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.64K+ 1.98% |
$120K - $152K
|
444K
$6.55M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.51K+ 29.88% |
$118K - $150K
|
37K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.6K+ 21.18% |
$105K - $134K
|
43.5K
$642K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.03K+ 17.03% |
$69.8K - $88.7K
|
34.6K
$510K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.47KNew |
$62K - $78.8K
|
4.47K
$65.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 5.61% |
$58.4K - $74.2K
|
79.2K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18K+ 17.52% |
$44.2K - $56.1K
|
21.3K
$315K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.88K+ 2.8% |
$39.9K - $50.7K
|
106K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.6K+ 8.53% |
$36K - $45.7K
|
33K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.54K+ 5.95% |
$35.3K - $44.9K
|
45.3K
$669K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.07KNew |
$14.8K - $18.8K
|
1.07K
$15.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
951+ 5.32% |
$13.2K - $16.8K
|
18.8K
$278K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
548+ 2.38% |
$7.61K - $9.66K
|
23.6K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
477+ 35.6% |
$6.62K - $8.41K
|
1.82K
$26.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
455+ 20.59% |
$6.32K - $8.02K
|
2.67K
$39.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
347+ 0.62% |
$4.82K - $6.12K
|
56.4K
$832K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
330New |
$4.58K - $5.82K
|
330
$4.87K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
271New |
$3.76K - $4.78K
|
271
$4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250+ 1.89% |
$3.47K - $4.41K
|
13.5K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 0.88% |
$2.96K - $3.76K
|
24.4K
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
152+ 0.22% |
$2.11K - $2.68K
|
68.2K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
138New |
$1.92K - $2.43K
|
138
$2.04K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89+ 0.35% |
$1.24K - $1.57K
|
25.7K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89+ 0.35% |
$1.24K - $1.57K
|
25.7K
$379K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 6.33% |
$722 - $917
|
873
$12.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 11.54% |
$625 - $793
|
435
$6.42K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 3.9% |
$583 - $740
|
1.12K
$16.5K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
40+ 2.76% |
$555 - $705
|
1.49K
$21.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.3% |
$167 - $212
|
4.08K
$60.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.09% |
$153 - $194
|
11.8K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 2.93% |
$83.3 - $106
|
211
$3.11K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 11.9% |
$2.03K - $2.57K
|
1.08K
$16K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-347- 0.62% |
$4.82K - $6.12K
|
56K
$827K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-460- 2.73% |
$6.38K - $8.11K
|
16.4K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-510- 4.12% |
$7.08K - $8.99K
|
11.9K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-798- 1.15% |
$11.1K - $14.1K
|
68.3K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.19K- 2.95% |
$16.6K - $21.1K
|
39.3K
$580K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2K- 2.29% |
$16.6K - $21.1K
|
51.2K
$755K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 6.25% |
$19.7K - $25.1K
|
21.3K
$315K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.09K- 13.09% |
$29K - $36.8K
|
13.9K
$205K
|