Institutional Ownership Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$20,528
0.0% of portfolio
|
Q3 2022
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
150
shares
|
$15,396
0.0% of portfolio
|
Q1 2023
New holding
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
97
shares
|
$9,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
96
shares
|
$9,853
0.0% of portfolio
|
Q1 2024
Reduced 70.09%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
62
shares
|
$6,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
51
shares
|
$5,234
0.0% of portfolio
|
Q2 2024
Added 2.0%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
35
shares
|
$3,592
0.0% of portfolio
|
Q1 2024
Reduced 41.67%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
29
shares
|
$2,976
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
27
shares
|
$2,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
25
shares
|
$2,566
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 02, 2023 Q3 2023 |
16
shares
|
$1,642
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2022
Reduced 98.94%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|