Latest Institutional Purchases of Invesco ETF Tr Ii Kbw Premium (KBWY)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Kbw Premium (KBWY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
109KNew |
$1.57M - $1.81M
|
109K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.7KNew |
$125K - $145K
|
8.7K
$139K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.52K+ 22.59% |
$93.9K - $109K
|
35.4K
$566K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 12.27% |
$24.5K - $28.4K
|
15.6K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
263+ 0.12% |
$3.79K - $4.39K
|
226K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.09% |
$245 - $284
|
19.1K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$14.4 - $16.7
|
12
$192
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.3K+ 8.85% |
$802K - $868K
|
594K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.6K+ 29.24% |
$740K - $801K
|
197K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39KNew |
$649K - $702K
|
39K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.8K+ 5.09% |
$496K - $536K
|
616K
$9.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
26.5K+ 81.82% |
$440K - $476K
|
58.8K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21K+ 1683.4% |
$349K - $377K
|
22.2K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.6KNew |
$309K - $334K
|
18.6K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$204K - $220K
|
12.3K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.4K+ 103.23% |
$106K - $115K
|
12.6K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 103.04% |
$74.4K - $80.5K
|
8.83K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.09K+ 27.83% |
$51.4K - $55.6K
|
14.2K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.77KNew |
$29.4K - $31.8K
|
1.77K
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $18K
|
1K
$16K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
974+ 22.83% |
$16.2K - $17.5K
|
5.24K
$83.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
865New |
$14.4K - $15.5K
|
865
$13.8K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
386New |
$6.42K - $6.94K
|
386
$6.18K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
107+ 0.58% |
$1.78K - $1.92K
|
18.6K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60+ 12.24% |
$997 - $1.08K
|
550
$8.8K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$416 - $449
|
25
$400
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
92.2KNew |
$1.63M - $1.95M
|
92.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.7KNew |
$773K - $924K
|
43.7K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.05KNew |
$53.9K - $64.4K
|
3.05K
$48.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.75KNew |
$31K - $37K
|
1.75K
$28K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 7.25% |
$30.1K - $36K
|
25.1K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.52KNew |
$26.9K - $32.1K
|
1.52K
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16New |
$283 - $339
|
16
$256
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$207K - $255K
|
11.8K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$183K - $224K
|
10.4K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.78KNew |
$172K - $211K
|
9.78K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189+ 13.91% |
$3.32K - $4.07K
|
1.55K
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
43New |
$755 - $926
|
43
$688
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$1.68K - $1.82K
|
100
$1.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62New |
$1.04K - $1.13K
|
62
$992
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3New |
$50.4 - $54.5
|
3
$48
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$490K - $580K
|
28.6K
$457K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 7.36% |
$66.2K - $78.4K
|
56.4K
$902K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6KNew |
$27.4K - $32.5K
|
1.6K
$25.6K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
349+ 0.67% |
$5.98K - $7.08K
|
52.8K
$844K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
250New |
$4.29K - $5.08K
|
250
$4K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.96KNew |
$128K - $164K
|
7.96K
$127K
|
|