# INVESCO EXCH TRADED FD TR II (KBWY)

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

- Reporting holders: 4
- Reported value: $5.3M
- 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 |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $2.6M | 155,081 | 0.2% | 6 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.5M | 93,222 | 0.1% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.1M | 63,115 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $101.8K | 6,118 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $5.3M |
| Q2 2026 | 60 | $64.6M |
| Q1 2026 | 55 | $47.9M |
| Q4 2025 | 54 | $48.9M |
| Q3 2025 | 56 | $47.1M |
| Q2 2025 | 51 | $38.8M |
| Q1 2025 | 51 | $40.3M |
| Q4 2024 | 51 | $48.8M |
| Q3 2024 | 47 | $45.5M |
| Q2 2024 | 44 | $30.3M |
| Q1 2024 | 53 | $41.3M |
| Q4 2023 | 57 | $54.5M |