Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
109KNew |
$1.57M - $1.81M
|
109K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
18.9K+ 32.18% |
$273K - $316K
|
77.7K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.7KNew |
$125K - $145K
|
8.7K
$139K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.52K+ 22.59% |
$93.9K - $109K
|
35.4K
$566K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.7K+ 12.27% |
$24.5K - $28.4K
|
15.6K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
263+ 0.12% |
$3.79K - $4.39K
|
226K
$3.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
113+ 13.06% |
$1.63K - $1.89K
|
978
$15.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.09% |
$245 - $284
|
19.1K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 9.09% |
$14.4 - $16.7
|
12
$192
|