KBWB — Invesco Exch Traded Fd Tr II 机构持仓 · 2026年Q3
谁持有 Invesco Exch Traded Fd Tr II(KBWB)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 4,066.89 万美元。前几大持有机构:Ayalon Insurance Comp Ltd.(1,510.00 万美元)、Valley Wealth Managers, Inc.(1,170.00 万美元)、Central Pacific Bank - Trust Division(320.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Ayalon Insurance Comp Ltd. | $15.1M | 172,700 | 增持 |
| 2 | VALLEY WEALTH MANAGERS, INC. | $11.7M | 134,591 | 增持 |
| 3 | Central Pacific Bank - Trust Division | $3.2M | 36,260 | 增持 |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $2.8M | 32,149 | 增持 |
| 5 | Farther Finance Advisors, LLC | $1.8M | 20,523 | 减持 |
| 6 | EASTERN BANK | $1.8M | 20,152 | 减持 |
| 7 | PUFF WEALTH MANAGEMENT, LLC | $1.2M | 13,796 | 增持 |
| 8 | City Center Advisors, LLC | $1.0M | 11,732 | 增持 |
| 9 | ROCKLAND TRUST CO | $972,789 | 11,152 | 增持 |
| 10 | Elm3 Financial Group, LLC | $296,952 | 3,404 | 新建仓 |
| 11 | SAPIENT CAPITAL LLC | $242,412 | 2,779 | 持平 |
| 12 | Hardin Capital Partners, LLC | $240,508 | 2,757 | 新建仓 |
| 13 | MRA Advisory Group | $213,194 | 2,444 | 增持 |
| 14 | Acropolis Investment Management, LLC | $136,254 | 1,562 | 持平 |
| 15 | CoreCap Advisors, LLC | $15,527 | 178 | 减持 |
| 16 | AMERICAN NATIONAL BANK & TRUST | $2,704 | 31 | 持平 |
| 17 | MassMutual Private Wealth & Trust, FSB | $1,047 | 12 | 新建仓 |
| 18 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
| 19 | CX Institutional | $0 | 0 | 清仓 |
| 20 | Planning Strategies Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30