Purchases and Sales Made in Q1 2021 in Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II KBW PREMIUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
63.8KNew |
N/A
|
63.8K
$1.13M
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
56K+ 19.49% |
N/A
|
343K
$6.07M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.3K+ 392.62% |
N/A
|
53K
$939K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.7K+ 32.8% |
N/A
|
153K
$2.7M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.1K+ 26.77% |
N/A
|
109K
$1.94M
|
|
May 05, 2021
Q1 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
16.5K+ 18.9% |
N/A
|
104K
$1.83M
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$287K
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$240K
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$168K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.02KNew |
N/A
|
9.02K
$160K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.54K+ 2.2% |
N/A
|
350K
$6.2M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$109K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.58K+ 5.33% |
N/A
|
110K
$1.95M
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.59K+ 28.86% |
N/A
|
16K
$283K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 9.01% |
N/A
|
24.7K
$437K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$25.2K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
882+ 12.48% |
N/A
|
7.95K
$141K
|
|
Apr 20, 2021
Q1 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
420+ 2.03% |
N/A
|
21.1K
$373K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
313+ 2.81% |
N/A
|
11.4K
$202K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 0.61% |
N/A
|
22.7K
$401K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
37+ 4.03% |
N/A
|
956
$16.9K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
N/A
|
25
$443
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5New |
N/A
|
5
$88.5
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 0.82% |
N/A
|
963
$17K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-20- 37.04% |
N/A
|
34
$602
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-37- 3.87% |
N/A
|
919
$16.3K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-64Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-120- 0.94% |
N/A
|
12.6K
$224K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-167- 1.5% |
N/A
|
10.9K
$194K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-313- 3.22% |
N/A
|
9.42K
$167K
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-466Closed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-550Closed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-628- 3.62% |
N/A
|
16.7K
$296K
|
|
May 10, 2021
Q1 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-742- 99.87% |
N/A
|
1
$17.7
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-798Closed |
N/A
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.34K- 12.39% |
N/A
|
9.47K
$168K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61K- 2.1% |
N/A
|
75.2K
$1.33M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 6.62% |
N/A
|
48.9K
$865K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.89K- 4.35% |
N/A
|
85.4K
$1.51M
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.95K- 27.82% |
N/A
|
10.3K
$181K
|
|
May 10, 2021
Q1 2021
|
1776 Wealth LLC
|
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-14.9K- 40.96% |
N/A
|
21.4K
$379K
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38.1K- 15.76% |
N/A
|
204K
$3.61M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50.4KClosed |
N/A
|
0
$0
|