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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
52K+ 12.85% |
$754K - $806K
|
456K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.8KNew |
$694K - $742K
|
47.8K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.6K+ 6.26% |
$387K - $413K
|
452K
$6.91M
|
|
|
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
|
|
|
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
$158K
|
|
|
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
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.05K+ 23.53% |
$29.7K - $31.8K
|
10.8K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.78K+ 3.74% |
$25.8K - $27.6K
|
49.3K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$3.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
200New |
$2.9K - $3.1K
|
200
$3.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.5% |
$290 - $310
|
820
$12.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 100.0% |
$14.5 - $15.5
|
2
$30.6
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 20.97% |
$944 - $1.01K
|
245
$3.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 1.53% |
$1.09K - $1.16K
|
4.83K
$73.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-75- 16.67% |
$1.09K - $1.16K
|
375
$5.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-135- 0.45% |
$1.96K - $2.09K
|
29.6K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-888- 4.18% |
$12.9K - $13.8K
|
20.4K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.7K- 13.2% |
$24.7K - $26.4K
|
11.2K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.1K- 14.81% |
$30.5K - $32.6K
|
12.1K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.11K- 9.86% |
$74.2K - $79.2K
|
46.7K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.95K- 9.84% |
$144K - $154K
|
91.2K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-39.3K- 45.73% |
$570K - $609K
|
46.6K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.9K- 39.74% |
$899K - $961K
|
93.9K
$1.43M
|