Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.4KNew |
$978K - $1.04M
|
8.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.3K+ 17.82% |
$500K - $531K
|
28.4K
$3.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
756+ 3.5% |
$88K - $93.5K
|
22.4K
$2.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
134New |
$15.6K - $16.6K
|
134
$16.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
97+ 0.97% |
$11.3K - $12K
|
10.1K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 0.6% |
$2.91K - $3.09K
|
4.18K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$1.16K - $1.24K
|
10
$1.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 2.75% |
$349 - $371
|
112
$13.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$233 - $247
|
618
$74.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.09% |
$233 - $247
|
2.33K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39- 0.48% |
$4.54K - $4.82K
|
8.1K
$976K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-145- 1.0% |
$16.9K - $17.9K
|
14.3K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-574- 21.52% |
$66.8K - $71K
|
2.09K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.05K- 30.38% |
$122K - $129K
|
2.4K
$289K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.09K- 45.95% |
$243K - $258K
|
2.46K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-4.83K- 70.73% |
$562K - $597K
|
2K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.55K- 33.64% |
$995K - $1.06M
|
16.9K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-19.3K- 45.66% |
$2.25M - $2.39M
|
23K
$2.77M
|