KBWB β€” INVESCO EXCH TRADED FD TR II

Ownership history in Prospera Financial Services Inc  Β·  4 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported INVESCO EXCH TRADED FD TR II (KBWB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows KBWB at 0.03% 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 Prospera Financial Services Inc'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 Q3

KBWB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2025 Q1 to 2025 Q3

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 Prospera Financial Services Inc held KBWB β€” position size vs. price
% of Fund (quarterly)    KBWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 22,456 +18,851 +522.9% 0.03% $1.8M 2025-11-06 $76.13
2025 Q1 ADDED 3,605 +3,070 +573.8% 0.01% $226K 2025-05-15 $65.67
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Prospera Financial Services Inc and KBWB

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

How long has Prospera Financial Services Inc reported owning KBWB?

Prospera Financial Services Inc reported KBWB across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported KBWB position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for KBWB was 0.03% in 2025 Q3.

What is the latest reported KBWB position on this page?

The most recent filing on this page is 2025 Q3, when Prospera Financial Services Inc reported 22,456 shares, equal to 0.03% of portfolio, with an estimated market value of $1.8M.

What does the chart on this KBWB ownership page compare?

The chart compares Prospera Financial Services Inc'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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