Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
479KNew |
$7.75M - $8.81M
|
479K
$9.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202K+ 240910.7% |
$3.27M - $3.72M
|
202K
$3.99M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
77.8K+ 118.49% |
$1.26M - $1.43M
|
143K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
31.2K+ 11.81% |
$505K - $574K
|
295K
$5.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 20.43% |
$250K - $284K
|
91K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11.9KNew |
$193K - $219K
|
11.9K
$235K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.9KNew |
$160K - $182K
|
9.9K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.79K+ 16.76% |
$158K - $180K
|
68.2K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.71K+ 109.12% |
$141K - $160K
|
16.7K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.67K+ 16.06% |
$140K - $159K
|
62.6K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.03K+ 19.02% |
$65.2K - $74.1K
|
25.2K
$498K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.78K+ 30.09% |
$61.2K - $69.6K
|
16.3K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 2.29% |
$29.3K - $33.3K
|
81K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.61KNew |
$26.1K - $29.7K
|
1.61K
$31.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 0.32% |
$22.9K - $26K
|
446K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.3K+ 76.58% |
$21K - $23.8K
|
2.99K
$58.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
626+ 11.99% |
$10.1K - $11.5K
|
5.85K
$115K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
366+ 1.9% |
$5.92K - $6.73K
|
19.6K
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
344+ 2.39% |
$5.57K - $6.33K
|
14.7K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
294+ 466.67% |
$4.76K - $5.41K
|
357
$7.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$4.05K - $4.6K
|
250
$4.93K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 15.22% |
$1.13K - $1.29K
|
530
$10.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$809 - $920
|
50
$986
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
38+ 1.52% |
$615 - $699
|
2.54K
$50.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26New |
$421 - $478
|
26
$513
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.36% |
$372 - $423
|
6.38K
$126K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 2.64% |
$178 - $202
|
427
$8.42K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-372- 7.93% |
$6.02K - $6.84K
|
4.32K
$85.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-374- 3.51% |
$6.05K - $6.88K
|
10.3K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-847- 1.27% |
$13.7K - $15.6K
|
65.7K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-890- 6.11% |
$14.4K - $16.4K
|
13.7K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.64K- 4.69% |
$75.1K - $85.3K
|
94.4K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.17K- 21.69% |
$83.6K - $95K
|
18.7K
$368K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-7.41K- 41.94% |
$120K - $136K
|
10.3K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 13.77% |
$166K - $188K
|
64.1K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.4K- 19.23% |
$249K - $283K
|
64.7K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 8.65% |
$347K - $394K
|
226K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.7K- 67.05% |
$610K - $693K
|
18.5K
$365K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-378K- 98.42% |
$6.11M - $6.95M
|
6.08K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-650K- 90.91% |
$10.5M - $12M
|
65.1K
$1.28M
|