Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.6K+ 219.81% |
$1.07M - $1.19M
|
104K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.4K+ 30.12% |
$501K - $557K
|
144K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 160.51% |
$353K - $392K
|
38.2K
$564K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
16.4K+ 81.84% |
$246K - $274K
|
36.5K
$538K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$244K - $271K
|
16.3K
$240K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.2K+ 66.85% |
$229K - $254K
|
38K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.2KNew |
$212K - $236K
|
14.2K
$209K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.8KNew |
$162K - $181K
|
10.8K
$160K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 11.51% |
$80.7K - $89.7K
|
52.1K
$770K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.41KNew |
$66.1K - $73.5K
|
4.41K
$65.1K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$45K - $50K
|
3K
$44.3K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.61K+ 47.59% |
$39.2K - $43.6K
|
8.1K
$120K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96K+ 0.43% |
$29.3K - $32.6K
|
461K
$6.8M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.92KNew |
$28.8K - $32K
|
1.92K
$28.3K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.21K+ 1.73% |
$18.1K - $20.2K
|
71.2K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 0.76% |
$17K - $18.9K
|
151K
$2.23M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.12K+ 1.02% |
$16.8K - $18.6K
|
110K
$1.63M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
993+ 7.79% |
$14.9K - $16.6K
|
13.7K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
903+ 2.06% |
$13.5K - $15.1K
|
44.8K
$661K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
594New |
$8.91K - $9.9K
|
594
$8.77K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
558+ 51.62% |
$8.37K - $9.3K
|
1.64K
$24.2K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
452+ 4.02% |
$6.78K - $7.53K
|
11.7K
$173K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
390+ 13.29% |
$5.85K - $6.5K
|
3.33K
$49.1K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
228+ 0.59% |
$3.42K - $3.8K
|
38.7K
$572K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$750 - $834
|
50
$738
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
47+ 3.06% |
$705 - $783
|
1.58K
$23.4K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13New |
$195 - $217
|
13
$192
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$180 - $200
|
12
$177
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 10.34% |
$675 - $750
|
390
$5.76K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 1.06% |
$1.5K - $1.67K
|
9.35K
$138K
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-156- 0.24% |
$2.34K - $2.6K
|
65.7K
$970K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-184- 0.57% |
$2.76K - $3.07K
|
31.9K
$471K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-350- 6.76% |
$5.25K - $5.83K
|
4.83K
$71.2K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-699- 1.64% |
$10.5K - $11.7K
|
41.8K
$617K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-896- 5.67% |
$13.4K - $14.9K
|
14.9K
$220K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-946- 2.38% |
$14.2K - $15.8K
|
38.8K
$573K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 4.56% |
$15.9K - $17.7K
|
22.2K
$328K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 65.7% |
$16.9K - $18.8K
|
589
$8.69K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 3.99% |
$25.2K - $28.1K
|
40.5K
$598K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 11.02% |
$34.6K - $38.4K
|
18.6K
$275K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.57K- 6.6% |
$38.6K - $42.9K
|
36.4K
$537K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.61K- 4.16% |
$39.2K - $43.5K
|
60.1K
$888K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.64K- 8.81% |
$39.6K - $44.1K
|
27.3K
$404K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 13.43% |
$46.8K - $52K
|
20.1K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 21.49% |
$47.2K - $52.4K
|
11.5K
$170K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.39K- 2.78% |
$50.9K - $56.6K
|
119K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.4K- 13.26% |
$50.9K - $56.6K
|
22.2K
$328K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.75K- 6.5% |
$56.2K - $62.5K
|
53.9K
$795K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.99K- 8.41% |
$59.8K - $66.5K
|
43.4K
$641K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.98K- 1.82% |
$74.8K - $83.1K
|
269K
$3.97M
|