KBWB β€” INVESCO EXCH TRADED FD TR II

Ownership history in HighTower Advisors, LLC  Β·  14 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported INVESCO EXCH TRADED FD TR II (KBWB) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows KBWB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KBWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

KBWB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held KBWB β€” position size vs. price
% of Fund (quarterly)    KBWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 34,699 -5,741 -14.2% 0.00% $2.9M 2026-02-14 (Est.) $85.07
2025 Q3 ADDED 40,440 +39,440 +3944.0% 0.00% $3.2M 2025-11-07 $76.63
2025 Q3 REDUCED 1,000 -27,001 -96.4% 0.00% $4K 2025-11-07 $76.63
2025 Q2 REDUCED 28,001 -565 -2.0% 0.00% $2.0M 2025-08-11 $71.15
2025 Q1 ADDED 28,566 +22,703 +387.2% 0.00% $1.8M 2025-05-13 $65.31
2024 Q4 ADDED 5,863 +699 +13.5% 0.00% $383K 2025-02-07 $69.59
2024 Q3 REDUCED 5,164 -608 -10.5% 0.00% $302K 2024-11-14 $66.29
2024 Q2 ADDED 5,772 +970 +20.2% 0.00% $308K 2024-08-13 $52.75
2024 Q1 REDUCED 4,802 -9,220 -65.8% 0.00% $256K 2024-05-06 $50.89
2023 Q4 REDUCED 14,022 -1,367 -8.9% 0.00% $686K 2024-02-12 $46.11
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KBWB

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0%

FAQ About HighTower Advisors, LLC and KBWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning KBWB?

HighTower Advisors, LLC reported KBWB across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KBWB position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for KBWB was 0.00% in 2025 Q3.

What is the latest reported KBWB position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 34,699 shares, equal to 0.00% of portfolio, with an estimated market value of $2.9M.

What does the chart on this KBWB ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly KBWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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