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KBWPKBWP
9 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

NewEdge Advisors, LLC holds 4,924 shares of KBWP (INVESCO EXCH TRADED FD TR II), worth $624,128 as of 2026-Q2. The position was increased (+22.8% shares). KBWP represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$624,128

Current Shares

4,924

Total Value Change

+$413,128

Total Shares Change

+1,904

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,924
+22.8%
$624,1280.0%$126.77
30
2026-Q1
Decreased
4,011
-2.5%
$477,2360.0%$126.67
0
2025-Q4
Increased
4,114
+171.6%
$523,6220.0%$128.36
39
2025-Q3
New
1,515
-
$187,3090.0%$121.67
31
2023-Q1
Exited
0
-100.0%
$00.0%$78.92
0
2022-Q4
New
2,905
-
$214,2010.0%$81.73
32
2019-Q4
Exited
0
-100.0%
$00.0%$62.45
0
2019-Q3
Increased
3,331
+10.3%
$246,0000.0%$64.42
26
2019-Q2
New
3,020
-
$211,0000.0%$60.92
32

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

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