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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 19,127 shares of KBWR (INVESCO EXCH TRADED FD TR II), worth $1.2M as of 2026-Q2. The position was decreased (-4.4% shares). KBWR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.2M

Current Shares

19,127

Total Value Change

+$126,889

Total Shares Change

-213

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
19,127
-4.4%
$1.2M0.0%$72.53
0
2026-Q1
Increased
20,015
+4.0%
$1.4M0.0%$72.53
26
2025-Q4
Decreased
19,241
-6.2%
$1.2M0.0%$62.51
0
2025-Q3
Decreased
20,506
-23.9%
$1.2M0.0%$60.42
0
2025-Q2
Increased
26,961
+37.6%
$1.6M0.0%$57.02
34
2025-Q1
Decreased
19,590
-0.6%
$1.1M0.0%$54.54
0
2024-Q4
Increased
19,706
+1.9%
$1.2M0.0%$58.43
26
2024-Q3
Decreased
19,340
-14.7%
$1.1M0.0%$54.05
0

Other major holders of KBWR: Steward Partners Investment Advisory, LLC, BROWN ADVISORY INC

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