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Get Institutions for : 
Invesco Kbw Property And Casualty Insurance ETF Trust Ii (KBWP)  
$105.02 0.49 (0.47%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
1,056,392  
% of shares held : 
29.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
116,635  
% of shares held change : 
  3.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$91.68  
Last Quarter's Ending Price : 
$107.75  
Last Quarter's Average Price
$99.56  
Change from last quarter's     
avg. price to the last closing  : 
5.46 (5.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 50,898
 4.82%
 
Increased Positions :
16
 157,968
 14.95%
 
Unchanged Positions :
10
 458,043
 43.36%
 
Decreased Positions :
13
-12,548
-1.19%
 
Closed Positions :
9
-79,683
-7.54%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   RDA Financial Network 122 - 2024-03-31 5,350 $576,000 0
   MILESTONE GROUP INC 341 - 2024-03-31 150 $16,000 0
   BerganKDV Wealth Management LLC 508 - 2023-06-30 200 $16,000 0
   PRINCIPAL SECURITIES INC. 2458 - 2024-03-31 62 $7,000 0
   CVA Family Office LLC 829 - 2024-03-31 50 $5,000 0
   JDM Financial Group LLC 199 - 2024-03-31 29 $3,000 0
   PROEQUITIES INC. 7170 - 2024-03-31 0 $0 0

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results