Ownership history in HighTower Advisors, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in INVESCO EXCH TRADED FD TR II (KBWB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 34,699 | -5,741 | -14.2% | 0.00% | $2.9M | $84.29 |
| 2025 Q3 | ADDED | 40,440 | +39,440 | +3944.0% | 0.00% | $3.2M | $77.80 |
| 2025 Q3 | REDUCED | 1,000 | -27,001 | -96.4% | 0.00% | $4K | $77.80 |
| 2025 Q2 | REDUCED | 28,001 | -565 | -2.0% | 0.00% | $2.0M | $70.84 |
| 2025 Q1 | ADDED | 28,566 | +22,703 | +387.2% | 0.00% | $1.8M | $61.71 |
| 2024 Q4 | ADDED | 5,863 | +699 | +13.5% | 0.00% | $383K | $63.83 |
| 2024 Q3 | REDUCED | 5,164 | -608 | -10.5% | 0.00% | $302K | $56.94 |
| 2024 Q2 | ADDED | 5,772 | +970 | +20.2% | 0.00% | $308K | $51.60 |
| 2024 Q1 | REDUCED | 4,802 | -9,220 | -65.8% | 0.00% | $256K | $51.36 |
| 2023 Q4 | REDUCED | 14,022 | -1,367 | -8.9% | 0.00% | $686K | $46.69 |
As of 2025 Q4 — sorted by position size