# INVESCO EXCH TRADED FD TR II (KBWP)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/KBWP/

- Reporting holders: 61
- Reported value: $122.4M
- Held through calls: 2.1%
- 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 |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $21.6M | 170,250 | 0.0% | 31 |
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $19.8M | 156,199 | 0.2% | 13 |
| [REDSTONE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2049950-redstone-wealth-management-llc/) | $14.6M | 115,351 | 9.5% | 3 |
| [Mutual Advisors, LLC](https://holderbook.com/funds/1694080-mutual-advisors-llc/) | $11.5M | 90,674 | 0.2% | 23 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $5.5M | 43,043 | 0.0% | 15 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $4.6M | 15,942 | 0.0% | 4 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $4.6M | 36,118 | 0.0% | 14 |
| [RM Financial Services, LLC](https://holderbook.com/funds/2109852-rm-financial-services-llc/) | $4.1M | 32,525 | 3.1% | 3 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $3.5M | 27,696 | 0.0% | 18 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.1M | 24,504 | 0.0% | 33 |
| [Focus Financial Network, Inc.](https://holderbook.com/funds/2010942-focus-financial-network-inc/) | $3.0M | 23,684 | 0.1% | 17 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $2.6M | 20,690 | 0.1% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $2.3M | 18,117 | 0.0% | 4 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.0M | 16,012 | 0.0% | 31 |
| [Bright Futures Wealth Management, LLC.](https://holderbook.com/funds/1803980-bright-futures-wealth-management-llc/) | $2.0M | 15,605 | 1.3% | 2 |
| [TWO SIGMA INVESTMENTS, LP](https://holderbook.com/funds/1179392-two-sigma-investments-lp/) | $1.8M | 14,000 | 0.0% | 5 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $1.6M | 13,013 | 0.0% | 18 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.6M | 12,595 | 0.0% | 31 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.3M | 10,378 | 0.0% | 18 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $1.3M | 10,195 | 0.0% | 7 |
| [MENORA MIVTACHIM HOLDINGS LTD.](https://holderbook.com/funds/1351917-menora-mivtachim-holdings-ltd/) | $1.3M | 10,000 | 0.0% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.1M | 8,938 | 0.0% | 4 |
| [Vanguard Capital Wealth Advisors](https://holderbook.com/funds/1730578-vanguard-capital-wealth-advisors/) | $659.2K | 5,200 | 0.4% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $643.0K | 5,066 | 0.0% | 26 |
| [RDA Financial Network](https://holderbook.com/funds/1774086-rda-financial-network/) | $640.2K | 5,050 | 0.1% | 30 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 61 | $122.4M |
| Q1 2026 | 59 | $115.6M |
| Q4 2025 | 59 | $140.7M |
| Q3 2025 | 70 | $292.0M |
| Q2 2025 | 70 | $322.5M |
| Q1 2025 | 62 | $240.9M |
| Q4 2024 | 75 | $287.2M |
| Q3 2024 | 66 | $393.5M |
| Q2 2024 | 61 | $184.4M |
| Q1 2024 | 61 | $207.0M |
| Q4 2023 | 53 | $99.9M |
| Q3 2023 | 45 | $79.3M |