Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.3K+ 13.35% |
$808K - $933K
|
503K
$7.52M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
42.2KNew |
$575K - $663K
|
42.2K
$630K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.5KNew |
$525K - $606K
|
38.5K
$575K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
37.5KNew |
$511K - $590K
|
37.5K
$560K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35.6K+ 301.46% |
$485K - $560K
|
47.4K
$708K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
32.6KNew |
$444K - $512K
|
32.6K
$487K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28K+ 130.96% |
$381K - $440K
|
49.3K
$737K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.1K+ 15.21% |
$247K - $285K
|
137K
$2.05M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15.5K+ 5.99% |
$211K - $243K
|
274K
$4.09M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 27.17% |
$168K - $194K
|
57.6K
$861K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.9K+ 32.88% |
$148K - $171K
|
43.9K
$656K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.75K+ 12.06% |
$92K - $106K
|
62.8K
$938K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.18KNew |
$70.5K - $81.4K
|
5.18K
$77.3K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.99K+ 3.96% |
$67.9K - $78.4K
|
131K
$1.96M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.85KNew |
$66.1K - $76.2K
|
4.85K
$72.4K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.51K+ 3.09% |
$61.4K - $70.9K
|
150K
$2.24M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.17KNew |
$56.9K - $65.6K
|
4.17K
$62.3K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.49K+ 3.31% |
$47.6K - $54.9K
|
109K
$1.63M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.28K+ 7.55% |
$44.7K - $51.6K
|
46.8K
$699K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.91K+ 16.94% |
$39.6K - $45.7K
|
20.1K
$300K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$36.2K - $41.8K
|
2.66K
$39.7K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.45KNew |
$33.4K - $38.6K
|
2.45K
$36.7K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.09K+ 11.1% |
$28.5K - $32.9K
|
20.9K
$313K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.96K+ 5.29% |
$26.7K - $30.8K
|
39K
$582K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.89K+ 8.86% |
$25.8K - $29.7K
|
23.2K
$347K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 2.68% |
$24.9K - $28.7K
|
70K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.42K+ 34.72% |
$19.3K - $22.3K
|
5.49K
$82K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 4.85% |
$16.1K - $18.6K
|
25.6K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
779+ 1.87% |
$10.6K - $12.3K
|
42.5K
$635K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
758+ 5.46% |
$10.3K - $11.9K
|
14.6K
$219K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
597+ 53.3% |
$8.14K - $9.39K
|
1.72K
$25.7K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
580+ 5.15% |
$7.91K - $9.12K
|
11.9K
$177K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$6.82K - $7.87K
|
500
$7.47K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
428+ 1.09% |
$5.83K - $6.73K
|
39.8K
$594K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
270+ 10.13% |
$3.68K - $4.25K
|
2.94K
$43.8K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
259+ 2.08% |
$3.53K - $4.07K
|
12.7K
$190K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
140+ 1.39% |
$1.91K - $2.2K
|
10.2K
$153K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
86+ 0.77% |
$1.17K - $1.35K
|
11.2K
$168K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
49+ 3.3% |
$668 - $771
|
1.54K
$22.9K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13+ 4.8% |
$177 - $204
|
284
$4.24K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 3.32% |
$95.4 - $110
|
218
$3.26K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$68.2 - $78.7
|
5
$74.7
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 1.27% |
$4.09K - $4.72K
|
23.3K
$348K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-583- 3.56% |
$7.95K - $9.17K
|
15.8K
$236K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-913- 1.18% |
$12.4K - $14.4K
|
76.3K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.47K- 3.61% |
$33.6K - $38.8K
|
65.9K
$984K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.51K- 7.26% |
$34.2K - $39.5K
|
32.1K
$479K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.65K- 0.57% |
$36.1K - $41.7K
|
459K
$6.85M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.66K- 4.11% |
$49.9K - $57.6K
|
85.5K
$1.28M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.82K- 14.36% |
$52.1K - $60.1K
|
22.8K
$341K
|