Institutional Ownership Invesco ETF Tr Ii Kbw Regional (KBWR)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Regional (KBWR). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 226,695 shares, which have been reported (via 13F filing form) to have a value of $10.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
400
shares
|
$19,228
0.0% of portfolio
|
Q1 2024
New holding
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
240
shares
|
$11,536
0.0% of portfolio
|
Q2 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
200
shares
|
$9,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
128
shares
|
$6,152
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
120
shares
|
$5,768
0.0% of portfolio
|
Q4 2023
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
61
shares
|
$2,932
0.0% of portfolio
|
Q4 2022
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
53
shares
|
$2,547
0.0% of portfolio
|
Q3 2023
Added 1.92%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
50
shares
|
$2,403
0.0% of portfolio
|
Q2 2023
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
20
shares
|
$961
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10
shares
|
$480
0.0% of portfolio
|
Q2 2021
Added 11200.0%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|