Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,334
shares
|
$107,106
0.0% of portfolio
|
Q3 2024
Added 57.53%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,290
shares
|
$86,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,336
shares
|
$46,906
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,869
shares
|
$37,529
0.0% of portfolio
|
Q3 2024
Added 242.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,604
shares
|
$32,208
0.0% of portfolio
|
Q1 2024
Reduced 43.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,548
shares
|
$31,083
0.0% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,366
shares
|
$27,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
675
shares
|
$13,553
0.0% of portfolio
|
Q3 2024
Added 64.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
600
shares
|
$12,047
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
490
shares
|
$9,839
0.0% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$7,228
0.0% of portfolio
|
Q3 2024
Reduced 63.78%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
340
shares
|
$6,827
0.0% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
254
shares
|
$5,100
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
226
shares
|
$4,538
0.0% of portfolio
|
Q2 2024
Reduced 76.24%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
132
shares
|
$2,650
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,405
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
62
shares
|
$1,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
61
shares
|
$1,224
0.0% of portfolio
|
Q2 2024
Reduced 94.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
59
shares
|
$1,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$1,124
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
25
shares
|
$501
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
25
shares
|
$501
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|