Purchases and Sales Made in Q2 2025 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 2025. 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 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
121K+ 22.95% |
$1.5M - $1.76M
|
649K
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113K+ 229.26% |
$1.39M - $1.63M
|
162K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
80.8KNew |
$999K - $1.17M
|
80.8K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.8K+ 8.16% |
$864K - $1.01M
|
926K
$13.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
40.2K+ 8.31% |
$497K - $583K
|
524K
$7.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.1KNew |
$459K - $538K
|
37.1K
$524K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.6KNew |
$305K - $357K
|
24.6K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.2KNew |
$300K - $351K
|
24.2K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22K+ 212.3% |
$272K - $318K
|
32.3K
$456K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4K+ 33.23% |
$265K - $311K
|
85.9K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 47.64% |
$169K - $199K
|
42.4K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 39.85% |
$166K - $194K
|
47K
$664K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.8K+ 57.64% |
$133K - $156K
|
29.4K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1KNew |
$125K - $146K
|
10.1K
$142K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.19K+ 10.46% |
$64.2K - $75.3K
|
54.8K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.94K+ 58.03% |
$61.1K - $71.7K
|
13.5K
$190K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.94K+ 13.63% |
$61.1K - $71.6K
|
41.2K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.5K+ 4.23% |
$55.7K - $65.3K
|
111K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.69K+ 9.67% |
$45.6K - $53.4K
|
41.8K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.66K+ 2.68% |
$45.2K - $53K
|
140K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61KNew |
$44.7K - $52.4K
|
3.61K
$51K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
2.99KNew |
$36.9K - $43.3K
|
2.99K
$42.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81KNew |
$22.4K - $26.3K
|
1.81K
$25.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.68K+ 9.78% |
$20.7K - $24.3K
|
18.8K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.63K+ 9.07% |
$20.2K - $23.7K
|
19.6K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.25K+ 4.55% |
$15.5K - $18.1K
|
28.7K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 3.38% |
$14.4K - $16.9K
|
35.7K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 3.9% |
$13.4K - $15.7K
|
28.8K
$407K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07KNew |
$13.3K - $15.6K
|
1.07K
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
800New |
$9.9K - $11.6K
|
800
$11.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
718+ 7.59% |
$8.88K - $10.4K
|
10.2K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
698+ 1.1% |
$8.63K - $10.1K
|
64.3K
$907K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
673+ 4.88% |
$8.33K - $9.76K
|
14.5K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
582New |
$7.2K - $8.44K
|
582
$8.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
342+ 3.26% |
$4.23K - $4.96K
|
10.8K
$153K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
273+ 0.77% |
$3.38K - $3.96K
|
35.8K
$505K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
159+ 13.22% |
$1.97K - $2.31K
|
1.36K
$19.2K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 1.2% |
$111 - $131
|
756
$10.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$12.4 - $14.5
|
10.1K
$143K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.15% |
$24.7 - $29
|
1.31K
$18.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-48- 0.26% |
$594 - $696
|
18.2K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-93- 11.34% |
$1.15K - $1.35K
|
727
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-100- 26.67% |
$1.24K - $1.45K
|
275
$3.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-158- 64.49% |
$1.95K - $2.29K
|
87
$1.23K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-255- 0.3% |
$3.15K - $3.7K
|
83.9K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.01K- 5.85% |
$12.5K - $14.7K
|
16.3K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.42K- 15.84% |
$17.6K - $20.6K
|
7.56K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.49K- 3.88% |
$18.4K - $21.6K
|
36.9K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.23K- 48.11% |
$27.5K - $32.3K
|
2.4K
$33.9K
|