Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 51.03% |
$9.25M - $10.3M
|
1.42M
$21M
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
110KNew |
$2.11M - $2.36M
|
110K
$1.62M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
93.1KNew |
$1.79M - $2.01M
|
93.1K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91.8K+ 43.21% |
$1.77M - $1.98M
|
304K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.2K+ 16.31% |
$1.74M - $1.94M
|
643K
$9.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
72.6K+ 1927.99% |
$1.4M - $1.56M
|
76.4K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 77.04% |
$622K - $695K
|
74.1K
$1.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
30.5K+ 724.81% |
$588K - $657K
|
34.7K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9KNew |
$577K - $645K
|
29.9K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.4KNew |
$547K - $611K
|
28.4K
$419K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.3KNew |
$545K - $609K
|
28.3K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.8KNew |
$479K - $535K
|
24.8K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
20KNew |
$385K - $430K
|
20K
$295K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9KNew |
$307K - $343K
|
15.9K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.5K+ 45.02% |
$241K - $269K
|
40.3K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$231K - $258K
|
12K
$177K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 13.33% |
$222K - $248K
|
98K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.5K+ 20.79% |
$222K - $248K
|
66.8K
$986K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 1.56% |
$217K - $243K
|
735K
$10.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.7KNew |
$207K - $231K
|
10.7K
$159K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7KNew |
$207K - $231K
|
10.7K
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10KNew |
$193K - $215K
|
10K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.83K+ 6.23% |
$151K - $169K
|
134K
$1.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.14K+ 6.13% |
$118K - $132K
|
106K
$1.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.67K+ 20.8% |
$90K - $101K
|
27.1K
$400K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 8.12% |
$51.9K - $58.1K
|
35.9K
$529K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.53K+ 12.81% |
$48.8K - $54.6K
|
22.3K
$329K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35K+ 17.48% |
$45.2K - $50.5K
|
15.8K
$233K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 1.67% |
$41K - $45.8K
|
130K
$1.91M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.78K+ 7.79% |
$34.3K - $38.4K
|
24.7K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.7KNew |
$32.8K - $36.6K
|
1.7K
$25.1K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.3KNew |
$25.1K - $28.1K
|
1.3K
$19.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 9.32% |
$19.3K - $21.5K
|
11.7K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
777New |
$15K - $16.7K
|
777
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
725New |
$14K - $15.6K
|
725
$10.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
550+ 3.69% |
$10.6K - $11.8K
|
15.5K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
470+ 3.08% |
$9.06K - $10.1K
|
15.7K
$232K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
412+ 1.91% |
$7.94K - $8.87K
|
22K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
317+ 2.38% |
$6.11K - $6.83K
|
13.6K
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
109+ 0.71% |
$2.1K - $2.35K
|
15.4K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106+ 0.02% |
$2.04K - $2.28K
|
458K
$6.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
84+ 1.95% |
$1.62K - $1.81K
|
4.39K
$64.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.06% |
$328 - $366
|
26.6K
$393K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.05% |
$193 - $215
|
21.1K
$311K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 0.26% |
$482 - $539
|
9.45K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-138- 0.64% |
$2.66K - $2.97K
|
21.5K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-229- 2.1% |
$4.41K - $4.93K
|
10.7K
$158K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-333Closed |
$6.42K - $7.17K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-360- 3.05% |
$6.94K - $7.75K
|
11.5K
$169K
|