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 48 institutions that hold shares in the stock, with a total of 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
994
shares
|
$20,963
0.0% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
797
shares
|
$16,808
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
600
shares
|
$12,654
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
546
shares
|
$11,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
530
shares
|
$11,177
0.0% of portfolio
|
Q2 2023
Added 15.22%
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
411
shares
|
$8,667
0.0% of portfolio
|
Q2 2024
Added 20.88%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
254
shares
|
$5,356
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
226
shares
|
$4,766
0.0% of portfolio
|
Q2 2024
Reduced 76.24%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
132
shares
|
$2,783
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
100
shares
|
$2,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
77
shares
|
$1,623
0.0% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,476
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
62
shares
|
$1,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
61
shares
|
$1,286
0.0% of portfolio
|
Q2 2024
Reduced 94.25%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
59
shares
|
$1,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
56
shares
|
$1,181
0.0% of portfolio
|
Q4 2020
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
26
shares
|
$548
0.0% of portfolio
|
Q2 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
25
shares
|
$527
0.0% of portfolio
|
Q1 2020
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
25
shares
|
$527
0.0% of portfolio
|
Q1 2021
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
3
shares
|
$63
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|