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 54 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,025
shares
|
$150,176
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,698
shares
|
$144,734
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,123
shares
|
$101,886
0.0% of portfolio
|
Q2 2025
Added 335.18%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6,023
shares
|
$100,222
0.0% of portfolio
|
Q2 2025
Reduced 72.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,241
shares
|
$87,210
0.0% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,198
shares
|
$86,494
0.0% of portfolio
|
Q2 2025
Added 20692.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,106
shares
|
$51,683
0.0% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$41,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,750
shares
|
$29,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,701
shares
|
$28,304
0.0% of portfolio
|
Q4 2024
Reduced 69.08%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,062
shares
|
$17,671
0.0% of portfolio
|
Q2 2025
Added 175.13%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$16,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
978
shares
|
$16,273
0.0% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
550
shares
|
$9,152
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
509
shares
|
$8,469
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
360
shares
|
$5,990
0.0% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
340
shares
|
$5,657
0.0% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
254
shares
|
$4,226
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
132
shares
|
$2,196
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
70
shares
|
$1,164
0.0% of portfolio
|
Q4 2023
Reduced 74.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
62
shares
|
$1,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
61
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
Reduced 94.25%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
56
shares
|
$931
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
25
shares
|
$416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
25
shares
|
$416
0.0% of portfolio
|
Q1 2021
New holding
|