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Get Institutions for : 
Invesco Kbw Property And Casualty Insurance ETF Trust Ii (KBWP)  
$106.52 1.39 (1.32%) as of 4:30 Thu 5/16


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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 : 
 $83.62  
Last Quarter's Ending Price : 
 $90.51  
Last Quarter's Average Price : 
 $88.60  
Change from last quarter's     
avg. price to the last closing  : 
17.92 (20.23%)  




 
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: 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
   Fortis Group Advisors LLC 17 *New 2024-03-31 76,811 $8,276,000 76,811
   HIGHTOWER ADVISORS, LLC 1339 *New 2024-03-31 21,346 $2,297,000 21,346
   Private Advisor Group LLC 1181 *New 2024-03-31 8,712 $939,000 8,712
   BANK OF MONTREAL /CAN/ 2052 *New 2023-12-31 5,304 $481,000 5,304
   PFG Advisors 463 *New 2024-03-31 3,524 $380,000 3,524
   Private Advisory Group LLC 166 *New 2023-12-31 3,197 $289,000 3,197
   OPPENHEIMER & CO INC 1203 *New 2024-03-31 2,671 $288,000 2,671
   WEALTH BUILDERS 187 *New 2024-03-31 2,091 $225,000 2,091
   IHT Wealth Management LLC 898 *New 2023-12-31 2,277 $206,000 2,277
   COMERICA BANK 3001 *New 2023-12-31 175 $16,000 175
   YHB INVESTMENT ADVISORS, INC. 692 *New 2024-03-31 97 $10,000 97
   HOLLENCREST SECURITIES LLC 869 *New 2024-03-31 27 $3,000 27
   Atlantic Trust Group LLC 2687 *New 2024-03-31 25 $3,000 25
   WFA of San Diego LLC 373 *New 2023-09-30 16 $1,000 16
   Ronald Blue Trust Inc. 2770 *New 2024-03-31 1 $0 1
  15 Records found
  1    
  Page 1 of 1
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