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Disclosery

KBWP INVESCO EXCH TRADED FD TR II

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KBW PPTY CASUT (fund)

58 managers (59 13F filers) reported a position in KBWP shares at 2026-03-31, 972,550 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
58
13F filers
59
New
11
Added
15
Reduced
23
Sold out
8
Shares held by filers
972,550

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC198,474$23.6M0.01%-27,86313F-HRTimeline
Kingsview Wealth Management, LLC131,958$15.7M0.21%+9,14213F-HRTimeline
Mutual Advisors, LLC92,291$11M0.24%+3,14113F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC91,046$10.8M8.63%+57813F-HRTimeline
Cetera Investment Advisers62,098$7.39M0.01%+8,38113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,376$5.28M<0.01%-24413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP43,900$5.22M<0.01%-2,00013F-HRTimelineGroup
RM Financial Services, LLC31,819$3.79M3.27%+8,32413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,742$3.3M<0.01%-2,44513F-HRTimelineGroup
Focus Financial Network, Inc.24,036$2.86M0.1%+73613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,938$2.49M<0.01%-4,16713F-HRTimelineGroup
Bright Futures Wealth Management, LLC.19,113$2.27M1.56%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,615$2.21M<0.01%+1,62013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,600$1.98M0.01%+44813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding14,661$1.74M-5,052Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,250$1.7M<0.01%-3,64713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,771$1.64M<0.01%-14,32113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,082$1.32M<0.01%-3,05313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,474$1.25M<0.01%-2,42213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,715$1.16M<0.01%+3,48313F-HRTimelineGroup
Buska Wealth Management, LLC9,540$1.14M0.46%-4,57213F-HRTimeline
Cambridge Investment Research Advisors,…6,203$738K<0.01%+8313F-HRTimeline
RDA Financial Network5,050$601K0.15%013F-HRTimeline
Stegent Equity Advisors, Inc.4,542$540K0.46%-50413F-HRTimeline
J.W. COLE ADVISORS, INC.4,358$519K0.02%-313F-HRTimeline
NewEdge Advisors, LLC4,011$477K<0.01%-10313F-HR/ATimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.4,000$476K<0.01%-4,00013F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,896$464K<0.01%-1,91413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,805$453K<0.01%+1,05313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,178$378K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,124$372K<0.01%-24,37313F-HR/ATimelineGroup
Elevate Capital Advisors, LLC3,026$360K0.23%-58313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,442$291K<0.01%-58113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,429$290K<0.01%-3,38613F-HRTimelineGroup
IHT Wealth Management, LLC2,373$282K0.01%+1913F-HRTimeline
Hudock, Inc.2,337$278K0.04%+613F-HRTimeline
Belvedere Trading LLC1,946$232K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,930$230K<0.01%-52613F-HRTimelineGroup
Virtue Capital Management, LLC1,767$210K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC1,485$177K<0.01%-17913F-HRTimelineGroup
Sound Income Strategies, LLC1,309$155K0.01%013F-HRTimeline
AdvisorNet Financial, Inc625$74.4K<0.01%+513F-HRTimeline
Rossby Financial, LCC607$71.7K0.01%013F-HRTimeline
EFG International AGin group EFG International AG374$44.5K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325$38.7K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC204$24.3K0.02%-5013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…167$19.9K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.150$17.8K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC85$10.2K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL70$8.33K<0.01%013F-HRTimeline
CVA Family Office, LLC52$6.23K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51$6.06K<0.01%+5013F-HR/ATimelineGroup
Murphy & Mullick Capital Management Corp40$4.76K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$2.36K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.17$2.02K<0.01%new13F-HRTimeline
Advisory Services Network, LLC15$1.78K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10$1.19K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28$965<0.01%new13F-HRTimelineGroup