# INVESCO EXCH TRADED FD TR II (KBWB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/KBWB/

- Reporting holders: 16
- Reported value: $25.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $11.7M | 134,591 | 0.7% | 10 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.2M | 36,260 | 0.3% | 2 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.8M | 32,149 | 0.7% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 20,523 | 0.0% | 10 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.8M | 20,152 | 0.0% | 4 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $1.2M | 13,796 | 1.1% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $1.0M | 11,732 | 0.8% | 8 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $972.8K | 11,152 | 0.0% | 26 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $297.0K | 3,404 | 0.2% | 1 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $242.4K | 2,779 | 0.0% | 12 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $240.5K | 2,757 | 0.1% | 1 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $213.2K | 2,444 | 0.1% | 2 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $136.3K | 1,562 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $15.5K | 178 | 0.0% | 11 |
| [Ayalon Insurance Comp Ltd.](https://holderbook.com/funds/1642216-ayalon-insurance-comp-ltd/) | $15.1K | 172,700 | 1.3% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $2.7K | 31 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.0K | 12 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $25.6M |
| Q2 2026 | 343 | $5.4B |
| Q1 2026 | 304 | $4.1B |
| Q4 2025 | 310 | $4.7B |
| Q3 2025 | 260 | $5.0B |
| Q2 2025 | 235 | $4.3B |
| Q1 2025 | 233 | $2.8B |
| Q4 2024 | 203 | $1.9B |
| Q3 2024 | 165 | $1.3B |
| Q2 2024 | 156 | $1.2B |
| Q1 2024 | 148 | $1.1B |
| Q4 2023 | 160 | $1.2B |