KBWY — INVESCO EXCH TRADED FD TR II

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in INVESCO EXCH TRADED FD TR II (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
0.08% (2025 Q3)
Avg. % of fund
0.08%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 331,197 +13,134 +4.1% 0.08% $5.1M $15.20
2025 Q3 INITIATED 318,063 — — 0.08% $5.1M $15.33
% 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% 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% LPL Financial LLC 3Y 7Y 0.0%
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