Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32K+ 49.51% |
$548K - $633K
|
96.7K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.4K+ 48.95% |
$537K - $620K
|
95.5K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31KNew |
$530K - $612K
|
31K
$550K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.5K+ 5.11% |
$419K - $484K
|
503K
$8.95M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2K+ 642.9% |
$328K - $380K
|
22.2K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.55K+ 57.22% |
$163K - $189K
|
26.2K
$467K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.85KNew |
$83K - $95.9K
|
4.85K
$86.2K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 8.57% |
$24K - $27.7K
|
17.8K
$316K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
929+ 5.01% |
$15.9K - $18.4K
|
19.5K
$346K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
600New |
$10.3K - $11.9K
|
600
$10.7K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
388New |
$6.64K - $7.67K
|
388
$6.9K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$5.13K - $5.93K
|
300
$5.33K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$2.4K - $2.77K
|
140
$2.49K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
64New |
$1.1K - $1.27K
|
64
$1.14K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
42+ 0.31% |
$719 - $830
|
13.7K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 3.37% |
$462 - $534
|
828
$14.7K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.27% |
$291 - $336
|
6.4K
$114K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-171- 2.92% |
$2.93K - $3.38K
|
5.68K
$101K
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-277- 2.33% |
$4.74K - $5.48K
|
11.6K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-814- 18.85% |
$13.9K - $16.1K
|
3.5K
$62.3K
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-966- 1.02% |
$16.5K - $19.1K
|
93.4K
$1.66M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 42.21% |
$18.4K - $21.2K
|
1.47K
$26.1K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.4K- 3.52% |
$41.1K - $47.5K
|
65.8K
$1.17M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.63K- 43.17% |
$44.9K - $51.9K
|
3.46K
$61.5K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 6.16% |
$66K - $76.3K
|
58.7K
$1.04M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.56K- 23.2% |
$77.9K - $90.1K
|
15.1K
$268K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-6.54K- 2.21% |
$112K - $129K
|
289K
$5.13M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.11K- 38.13% |
$122K - $141K
|
11.5K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.5K- 2.36% |
$180K - $208K
|
435K
$7.74M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 6.06% |
$235K - $272K
|
213K
$3.78M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 57.8% |
$249K - $288K
|
10.6K
$189K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.8K- 23.21% |
$322K - $372K
|
62.2K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.6K- 30.33% |
$472K - $546K
|
63.4K
$1.13M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-82.7K- 57.67% |
$1.42M - $1.64M
|
60.7K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-201K- 99.1% |
$3.43M - $3.97M
|
1.82K
$32.3K
|