KBWD — INVESCO EXCHANGE

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in INVESCO EXCHANGE (KBWD). 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
0.06% (2024 Q4)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,600 — 0% 0.04% $77K $13.38
2025 Q3 UNCHANGED 5,600 — 0% 0.05% $76K $12.82
2025 Q2 UNCHANGED 5,600 — 0% 0.05% $78K $12.73
2025 Q1 UNCHANGED 5,600 — 0% 0.06% $81K $12.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KBWD price (monthly, adj. close)

Other funds also holding KBWD

As of 2025 Q4 — sorted by position size

Mission Hills Financial Advisory, LLC 5.83% Thrive Capital Management, LLC 3Y 0.44% Endowment Wealth Management, Inc. 3Y 0.34% Harvest Investment Services, LLC 3Y 7Y 0.18% Gradient Investments LLC 3Y 7Y 0.12% Kovack Advisors, Inc. 3Y 7Y 0.07% KINGSWOOD WEALTH ADVISORS, LLC 0.04% Waterloo Capital, L.P. 3Y 0.03% Regal Investment Advisors LLC 3Y 7Y 0.03% WFA of San Diego, LLC 3Y 0.02%
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