Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
672K+ 197.76% |
$9.76M - $10.4M
|
1.01M
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.3K+ 7.75% |
$978K - $1.04M
|
936K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
63.8K+ 54.21% |
$926K - $990K
|
182K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
53.8K+ 149.47% |
$781K - $834K
|
89.8K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
52K+ 12.85% |
$754K - $806K
|
456K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 141.4% |
$746K - $797K
|
87.7K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.8KNew |
$694K - $742K
|
47.8K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
34.9KNew |
$507K - $542K
|
34.9K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
34.9KNew |
$507K - $542K
|
34.9K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.6K+ 6.26% |
$387K - $413K
|
452K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$367K - $392K
|
25.3K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.6K+ 383.45% |
$329K - $351K
|
28.5K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.4KNew |
$282K - $302K
|
19.4K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$258K - $275K
|
17.7K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.1K+ 9.3% |
$249K - $266K
|
202K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 103.13% |
$180K - $193K
|
24.5K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
12.3KNew |
$179K - $191K
|
12.3K
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
10.3KNew |
$150K - $160K
|
10.3K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 15.94% |
$146K - $156K
|
73.2K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$145K - $155K
|
10K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.82K+ 58.8% |
$143K - $152K
|
26.5K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.87K+ 15.76% |
$129K - $137K
|
65.1K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.97K+ 5.25% |
$86.7K - $92.6K
|
120K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.6KNew |
$81.3K - $86.9K
|
5.6K
$85.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.94K+ 5.88% |
$57.2K - $61K
|
70.8K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.74K+ 12.51% |
$54.3K - $58K
|
33.6K
$513K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.56K+ 11.78% |
$51.7K - $55.3K
|
33.8K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.12K+ 31.61% |
$30.8K - $32.9K
|
8.84K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.05K+ 23.53% |
$29.7K - $31.8K
|
10.8K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2KNew |
$29K - $31K
|
2K
$30.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 3.74% |
$25.8K - $27.6K
|
49.3K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 12.53% |
$19.6K - $20.9K
|
12.1K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1KNew |
$14.5K - $15.5K
|
1K
$15.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
950New |
$13.8K - $14.7K
|
950
$14.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
687+ 10.1% |
$9.98K - $10.7K
|
7.49K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$3.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$3.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.5% |
$290 - $310
|
820
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14+ 0.09% |
$203 - $217
|
15.3K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$58.1 - $62
|
10.1K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 100.0% |
$14.5 - $15.5
|
2
$30.5
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.08% |
$131 - $140
|
11K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48- 6.11% |
$697 - $744
|
737
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 20.97% |
$944 - $1.01K
|
245
$3.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-75- 16.67% |
$1.09K - $1.16K
|
375
$5.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 1.53% |
$1.09K - $1.16K
|
4.83K
$73.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100- 0.24% |
$1.45K - $1.55K
|
41K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-135- 0.45% |
$1.96K - $2.09K
|
29.6K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-152- 49.03% |
$2.21K - $2.36K
|
158
$2.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-439- 2.06% |
$6.37K - $6.81K
|
20.8K
$318K
|