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Showing 8 of 22 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in INVESCO EXCH TRADED FD TR II

ENVESTNET ASSET MANAGEMENT INC holds 13,848 shares of KBWP (INVESCO EXCH TRADED FD TR II), worth $1.8M as of 2026-Q2. The position was decreased (-25.6% shares). KBWP represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.8M

Current Shares

13,848

Total Value Change

+$739,530

Total Shares Change

+5,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,848
-25.6%
$1.8M0.0%$126.77
0
2026-Q1
Increased
18,615
+9.5%
$2.2M0.0%$126.67
29
2025-Q4
Increased
16,995
+8.0%
$2.2M0.0%$128.36
28
2025-Q3
Decreased
15,738
-16.0%
$1.9M0.0%$121.67
0
2025-Q2
Increased
18,738
+91.5%
$2.3M0.0%$120.28
41
2025-Q1
Increased
9,783
+13.0%
$1.2M0.0%$121.98
29
2024-Q4
Decreased
8,660
-1.5%
$1M0.0%$113.50
0
2024-Q3
Increased
8,792
+46.4%
$1M0.0%$112.71
34

Other major holders of KBWP: MENORA MIVTACHIM HOLDINGS LTD., LPL Financial LLC

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