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Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO EXCH TRADED FD TR II

LPL Financial LLC holds 170,250 shares of KBWP (INVESCO EXCH TRADED FD TR II), worth $21.6M as of 2026-Q2. The position was decreased (-14.2% shares). KBWP represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$21.6M

Current Shares

170,250

Total Value Change

+$5.8M

Total Shares Change

+34,023

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
170,250
-14.2%
$21.6M0.0%$126.77
0
2026-Q1
Decreased
198,474
-12.3%
$23.6M0.0%$126.67
0
2025-Q4
Decreased
226,337
-13.0%
$28.8M0.0%$128.36
0
2025-Q3
Decreased
260,087
-7.9%
$32.2M0.0%$121.67
0
2025-Q2
Increased
282,349
+60.5%
$34.7M0.0%$120.28
42
2025-Q1
Decreased
175,959
-1.9%
$21.9M0.0%$121.98
0
2024-Q4
Increased
179,279
+31.6%
$20.8M0.0%$113.50
36
2024-Q3
Decreased
136,227
-12.4%
$15.7M0.0%$112.71
0

Other major holders of KBWP: MENORA MIVTACHIM HOLDINGS LTD., HighTower Advisors, LLC

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