Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Kbw Property (KBWP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Property (KBWP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PROPERTY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.3K+ 113.49% |
$1.46M - $1.66M
|
25K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1K+ 178.29% |
$1.44M - $1.63M
|
20.5K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.7K+ 53.81% |
$958K - $1.08M
|
24.9K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.27KNew |
$911K - $1.03M
|
8.27K
$984K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.23KNew |
$466K - $527K
|
4.23K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.23K+ 49.33% |
$355K - $402K
|
9.76K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
3.12K+ 27.77% |
$343K - $389K
|
14.4K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.46K+ 43.21% |
$270K - $306K
|
8.14K
$968K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.21K+ 12.14% |
$243K - $275K
|
20.4K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 2.61% |
$200K - $227K
|
71.6K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.69KNew |
$186K - $210K
|
1.69K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.64K+ 83.05% |
$180K - $204K
|
3.61K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 12.97% |
$124K - $140K
|
9.78K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
752+ 303.23% |
$82.8K - $93.7K
|
1K
$119K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
607New |
$66.8K - $75.6K
|
607
$72.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
594+ 3.02% |
$65.4K - $74K
|
20.2K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
396+ 17.81% |
$43.6K - $49.3K
|
2.62K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
345+ 34500.0% |
$38K - $43K
|
346
$41.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
306+ 17.72% |
$33.7K - $38.1K
|
2.03K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121+ 1.72% |
$13.3K - $15.1K
|
7.14K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
115New |
$12.7K - $14.3K
|
115
$13.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
77New |
$8.48K - $9.59K
|
77
$9.16K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$6.28K - $7.1K
|
57
$6.78K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.52% |
$1.32K - $1.5K
|
2.33K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.52% |
$771 - $872
|
1.34K
$160K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.17% |
$440 - $498
|
2.32K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3New |
$330 - $374
|
3
$357
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11- 0.11% |
$1.21K - $1.37K
|
10.2K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.62% |
$9.69K - $11K
|
14K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-203- 8.8% |
$22.4K - $25.3K
|
2.1K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-300- 5.61% |
$33K - $37.4K
|
5.05K
$601K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-368- 13.77% |
$40.5K - $45.8K
|
2.31K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-371- 0.38% |
$40.9K - $46.2K
|
96.7K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-484- 4.9% |
$53.3K - $60.3K
|
9.39K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.16K- 29.5% |
$238K - $269K
|
5.16K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.26K- 17.81% |
$359K - $406K
|
15K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.32K- 1.85% |
$366K - $414K
|
176K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.96K- 49.69% |
$436K - $494K
|
4.01K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.16K- 10.12% |
$458K - $519K
|
37K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.91K- 24.48% |
$541K - $612K
|
15.1K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.06K- 73.38% |
$558K - $631K
|
1.84K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.37K- 33.01% |
$591K - $669K
|
10.9K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.78K- 49.94% |
$637K - $720K
|
5.8K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-9.07K- 24.36% |
$998K - $1.13M
|
28.2K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 46.75% |
$3.34M - $3.78M
|
34.6K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.6K- 87.9% |
$5.35M - $6.06M
|
6.69K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.8K- 69.98% |
$8.35M - $9.45M
|
32.5K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-87K- 70.87% |
$9.58M - $10.8M
|
35.8K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-195K- 99.15% |
$21.4M - $24.3M
|
1.68K
$200K
|