KBWY — INVESCO EXCHNG TRADED FD TR

Ownership history in Advisory Services Network, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO EXCHNG TRADED FD TR (KBWY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2020 Q2)
Avg. % of fund
0.01%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,838 -4,125 -51.8% 0.00% $61K $15.33
2023 Q4 REDUCED 7,963 -3,250 -29.0% 0.00% $161K $16.63
2023 Q1 ADDED 11,213 +1,107 +11.0% 0.01% $206K $14.18
2022 Q4 REDUCED 10,106 -690 -6.4% 0.01% $197K $14.73
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KBWY price (monthly, adj. close)

Other funds also holding KBWY

As of 2025 Q4 — sorted by position size

FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.21% Heartwood Wealth Advisors LLC 3Y 0.18% Summit Financial, LLC 3Y 7Y 0.08% Sunpointe, LLC 0.07% LMCG INVESTMENTS, LLC 3Y 7Y 0.07% PFG Advisors 3Y 7Y 0.01% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0%
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