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Get Institutions for : 
Invesco KBW High Dividend Yld Fincl ETF (KBWD)  
$15.31 0.15 (0.99%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
4,179,645  
% of shares held : 
24.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-178,009  
% of shares held change : 
  -1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$14.80  
Last Quarter's Ending Price : 
$15.86  
Last Quarter's Average Price
$14.71  
Change from last quarter's     
avg. price to the last closing  : 
0.60 (4.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 232,563
 5.56%
 
Increased Positions :
23
 327,903
 7.85%
 
Unchanged Positions :
16
 162,211
 3.88%
 
Decreased Positions :
22
-628,485
-15.04%
 
Closed Positions :
11
-109,990
-2.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Strategies Wealth Advisors LLC 34 - 2024-03-31 110,144 $1,706,000 0
   We Are One Seven LLC 850 - 2024-03-31 11,850 $184,000 0
   ALPHAMARK ADVISORS LLC 238 - 2024-03-31 9,350 $145,000 0
   RFP Financial Group LLC 215 - 2024-03-31 2,655 $41,000 0
   Castleview Partners LLC 377 - 2024-03-31 2,503 $39,000 0
   PROEQUITIES INC. 1371 - 2024-03-31 2,000 $31,000 0
   TSFG LLC 385 - 2024-03-31 1,200 $19,000 0
   PRIVATE TRUST CO NA 1653 - 2024-03-31 651 $10,000 0
   Qube Research & Technologies Ltd 3293 - 2024-03-31 594 $9,000 0
   EverSource Wealth Advisors LLC 1799 - 2024-03-31 390 $6,000 0
   Capital Investment Advisory Services LLC 927 - 2024-03-31 85 $1,000 0
   DHJJ Financial Advisors Ltd. 704 - 2024-03-31 23 $0 0

  12 Records found
  1    
  Page 1 of 1
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